This is the detailed specs of the WhatsApp Activity that Cooby logs into Salesforce.
WhatsApp Activity
Chat name:
1:1 chat will display as Salesforce contact <> Salesforce user
Group chat will display as WhatsApp group chat name
Chat type
1:1 chat
Group chat
Sync type
Synced by
1:1 chat: Salesforce user
Group chat
Auto-synced without the syncer
Manual-sync: Salesforce user
Expand the Activity
Message type
Supported: chat | image | video | ppt (push to talk) | document
Others: call_log | location | payment | vcard | ciphertext | multi_vcard | revoked | oversized | groups_v4_invite | template_button_reply | debug | audio | sticker | status_v3 | product | order | list | interactive | interactive_response | list_response | buttons_response | reaction | reaction_enc | poll_creation | request_phone_number | poll_update | native_flow | biz-cover-photo | keep_in_chat | pin_message | unknown
Message text
For Message type = chat (This will be the text string)
For Message type = image, video, ptt, document.
For other Message types = [Message type]
Attachment
Images will be displayed as an attachment card component, with a small image preview in the message body.
You can preview the file formats:
Images
PDFs
Videos (.mp4, .webm, .ogg)
We support multimedia files up to 15 MB.
Contact Profile
When you hover over the chat participant’s profile image or name, you can be able to view their WhatsApp name and Phone number in the tooltip.
If the participant is linked to a Salesforce lead, contact, or user, you can click the link in the tooltip to open the Salesforce profile.
Filters and Sorting
Filter options
Date range
All time (Default)
Today
Yesterday
Last 7 days
Last 30 days
Last 3 months
Last 12 months
Chat type
All chats
1:1 chats
Group chats
Synced by
Filter options include all members in Salesforce
Synced by all (Default)
Member A
Member B
Member C
…
A multiple-value filter to filter chats by syncers.
Auto-synced group chats will be excluded from any synced by filter results.
Display Synced by Salesforce user when only 1 filter is applied
Display Synced by {{number}} members when multiple filters are applied
Sort options
Oldest date first
Newest dates first (Default)
You can sort the first and second accordions by dates.
Message content will always be displayed in chronological order and won’t be reversed by sorting.
Search
The search result will depend on the filter you applied. If the filter is default, the search result will be based on All Data.
Search options:
1:1 chat names
Group chat names
Chat participant Salesforce names
Chat participant WhatsApp names
Chat participant WhatsApp numbers
Messages
Synced by
File names
File formats
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] 💜