Setting Up
Admin Setup
Follow the steps to set up Salesforce integration for your team. Once you have completed all the steps, your team can start syncing messages! I. Connect Cooby to Salesforce Connect to SalSome readersStart message syncing (For admin & member use)
Before you start syncing messages to Salesforce, please ensure you meet the following requirements: You have accepted the Cooby invitation sent by your Workspace admin. Learn more about how to accept the invitation You have installed the Cooby extension on your WhatsApp Web. You have a Salesforce account. Your Salesforce system administrator has assigned you the Cooby member permission set and the required Cooby fieldsSome readersView WhatsApp properties in Salesforce
The following is a guide for how to view WhatsApp properties in Contact and Leads’ page. How to customize Salesforce UI Go to Setup -> Object Manager (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/11g88zo4.png =292x480) 2. Select Contact -Page Layout -Contact Layout, click dropdown button and select Edit. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/21gcz6q0.png =980x342) 3. Drag and drop the 1Few readersCooby Required Fields permission set explanation
To understand the types of permissions granted to a workspace admin user, here is the Cooby Required Fields permission set along with its explanation for your reference. Cooby Required Fields permission set The Cooby Required Field refers to the field properties that must be displayed when you create a contact or lead in WhatsApp Web. To ensure these fields display correctly, you must have both read and edit permissions. Please note that if you have customized contact/lead properties, (httFew readersWhatsApp Message in Task/Account/Opportunity Page
Cooby supports syncing messages not only with contacts but also with all associated accounts and opportunities. Adding Cooby component to Task page Click one of Task you have. Click setting and select Edit Page. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2yo4wbo.png =491x480) Drag WhatsApp Conversations to wherever you want toFew readersStart a chat from Lead/Contact page
Add the "Chat on WhatsApp" action button to your Contact and Lead pages in Salesforce to quickly start a conversation with any contact. This lets you jump straight into WhatsApp without needing to copy numbers or switch tabs. Adding Chat on WhatsApp button on Lead page Click the Gear icon on top right. Choose Setup. In the top search bar, type "Object Manager" and open it. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3flp0jy.png =480x4Few readers
Using Salesforce Integration
Salesforce Contact
After you successfully integrate with Salesforce, we will link your WhatsApp contacts with Salesforce contacts/leads by automatically comparing phone numbers. There are two types of linking systems: Auto-Link Auto-link The first time you authorize Cooby on your WhatsApp Web:Few readersReview Salesforce Opportunity
To review an opportunity on WhatsApp Web, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact. Ensure that the opportunity you've created on Salesforce is associated with the contact linked to your WhatsApp contact. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/11iy2ytq.png =980x417) 2. Go back to WhatsApp Web, you will sFew readersCreate Salesforce Tasks
To create a task, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact. Click on Create Task. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1x9ogv4.png =465x650) 2. Fill in your desired fields, then click Create. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/29emuzt.png =650x1183) 3. You can also attach the WhatsApp message when creating a task. (https://Few readersSalesforce Customize Lead/Contact Properties
If you want to change the lead/contact properties shown at the Salesforce sidebar at your WhatsApp page, you will have to adjust the custom metadata types in Salesforce settings. How to customize lead/contact properties Go to Settings -search and click Custom Metadata Types 2. Choose whether you want to customize Contacts or Leads page. Click Manage Records to edit.Few readersSalesforce Message Syncing
Cooby supports 2 ways to sync WhatsApp messages into Salesforce: Auto-sync This will automatically sync all chats from linked contacts into Salesforce. Learn more about Auto-sync Manual-sync You can also manually sync selected chats to Salesforce. This can be found on the Salesforce contact card for any linked contact. Learn more about Manual-sync We hope this document helpsFew readersSalesforce Auto-Sync
Auto-sync is Cooby's proprietary feature that allows users to automatically log all of their WhatsApp messages into Salesforce. Once contacts are linked, they will have the ability to sync messages. Any 1-1 or group chats that this contact is a part of will be eligible to be synced to Salesforce. Auto-sync permission With the Integration permission turned on, your can configure each member's Auto-sync permission. When choosing Auto-sync permission, all chats from linked contacts will be aFew readersSalesforce Manual-Sync
To manually sync WhatsApp messages, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact. Click on Log WhatsApp conversation. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/11odkhbn.png =504x650) (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/11uvxl6l.png =519x670) Click on Select messages. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a77686Few readersWhatsApp Message
This is the detailed specs of the WhatsApp Activity that Cooby logs into Salesforce. WhatsApp Activity (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/11f60qgu.png =850x411) Chat name: 1:1 chat will display as Salesforce contact <Salesforce user Group chat will display as WhatsApp group chat name Chat type:Few readersView all synced message in a tab
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 (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1aa6tnr.png =309x650) Click New in Custom Object Tabs section (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/b1eoxz3u.pngFew readersCreate Salesforce Reports
Salesforce reports are powerful tools that allow you to extract valuable insights from your data. When dealing with WhatsApp message data, reports become essential for understanding communication trends, engagement levels, and other key metrics. With Salesforce reports, you can transform raw data into actionable information, enabling informed decision-making. Before diving into report creation, it's crucial to understand the custom objects involved. WhatsApp message object contains WhatsFew readers
Salesforce FAQ
Error handling in developer console
If you have done some automated testing, processes, or triggers in Salesforce, errors may occur when you use Salesforce Integration. This article helps you solve these common errors. Apex Testing issue Scenario When performing automated testing for the organization, if the test includes a Cooby HTTP callout, an error may occur. Solution There are 2 methods to resolve these errors. TestContext Class: Pretend the callout is successful to solve the error occurrence. The TestCFew readersTroubleshooting: how to fix WhatsApp connecting issues with Salesforce
Facing any errors when integrating Cooby with your Salesforce? Don’t worry! Cooby has listed the common errors you might encounter when connecting to Salesforce and provided solutions for each. Follow our instructions below. Cooby not installed in Salesforce If you’ve already authorized Cooby to accPopular