The following is a guide for how to search your synced messages in the search bar so that easily get the information you need in Salesforce.
Create a custom tab for the custom object: WhatsApp Message
Go to Setup -> User Interface -> Tabs
Click
New
in Custom Object Tabs sectionSelect
WhatsApp messages
as your object, and pick a tab style that you like.Click
Next
Select the user profiles allowed to review this tab; by default, all profiles are selected, so simply click
Next
.Choose the custom apps for which the new custom tab will be available, and click
Save
.
Add the custom tab to your App Navigation Items
Adjust tab view to display important information
Now you are able to search the message in the search bar, as well as the global search bar!
Example view:
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] 💜