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Message syncing
View all synced message in a tab
View all synced message in a tab
Gin Lin avatar
Written by Gin Lin
Updated over a week ago

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.

  1. Create a custom tab for the custom object: WhatsApp Message

    1. Go to Setup -> User Interface -> Tabs

    2. Click New in Custom Object Tabs section

    3. Select WhatsApp messages as your object, and pick a tab style that you like.

    4. Click Next

    5. Select the user profiles allowed to review this tab; by default, all profiles are selected, so simply click Next.

    6. Choose the custom apps for which the new custom tab will be available, and click Save.

  2. Add the custom tab to your App Navigation Items

    1. Go to Sales App, click the pencil at the far right

    2. Click Add more items in Edit Sales App Navigation Items dialog box, and select the tab that you just created, click Save.

  3. Adjust tab view to display important information

    1. Change List Views to be All

    2. Click the settings icon, choose Select Fields to Display

    3. Add all the necessary fields, most importantly Message body then click Save.

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] 💜

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