Question 1

How do I message Salesforce leads on WhatsApp?

Accepted Answer

Use a SOQL query to fetch the leads you want to reach, iterate over the records, and send each a WhatsApp message. For business-initiated outreach use the send template message operation with an approved template.

Question 2

Can a WhatsApp message create a Salesforce record?

Accepted Answer

Yes. Start with the WhatsApp receive message operation and connect a Salesforce create single record node. Map the sender phone and message text into fields on a Lead or Contact object.

Question 3

Does Salesforce have a trigger to start a workflow?

Accepted Answer

The Salesforce node runs as actions and queries rather than event triggers, so use a schedule or the WhatsApp side to start the workflow. Operations like get updated records in range can detect recent changes when polled.

Question 4

How do I keep Salesforce records updated from WhatsApp replies?

Accepted Answer

After the WhatsApp receive message trigger, run a SOQL query to find the record by phone number, then use the update single record operation to write the new information.

Question 5

Can I log WhatsApp conversations in Salesforce?

Accepted Answer

Yes. Use the post message to Chatter feed operation to attach the WhatsApp message text to the relevant record, keeping the conversation visible to anyone viewing it in Salesforce.

Connect Salesforce and WhatsApp

Salesforce + WhatsApp automations

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