All Collections
Salesforce Integration
Setting Up
Customize Salesforce UI for WhatsApp message component
Customize Salesforce UI for WhatsApp message component
Gin Lin avatar
Written by Gin Lin
Updated over a week ago

The following is a guide for how to customize Salesforce UI to display WhatsApp message component.

The following steps need to be done for Contact, Lead, and Task. The following example is only showing Contact. But the steps are the same.

  1. Make sure you have created at least 1 contact, click it.

  2. Click setting and select Edit Page.

  3. Drag WhatsApp Conversations to wherever you want to add the component. For example, it can be under the Activity section.

  4. Click on Save then Activate, choose App Default then select Sales.

  5. Click Save and return to the previous page, you should see the new component.

  6. Repeat 1-5 for Lead.

  7. Repeat 1-5 for Task.

Next Step: Salesforce permissions

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [email protected] 💜

Related Articles
Grant permission for selected profiles
Customize Salesforce UI for WhatsApp properties
Salesforce permission
Salesforce Contact
Create Salesforce Tasks
Did this answer your question?