QuickReply.ai Official Documentation
  • Introduction
    • QuickReply.ai
  • Getting Started
    • Installation
      • Install QuickReply on Shopify Store
  • Drip Campaigns
    • Drip Campaigns by QuickReply.ai
  • Templates Guide
    • Creating a standard template for WhatsApp
    • Creating a carousel template for WhatsApp
  • Broadcasts Guide
    • Creating a Broadcast
    • Creating a Broadcast using Carousel Template
    • Broadcasts Reports
    • Recover failed messages in a WhatsApp broadcast
      • How does Smart Utility Fallback Work?
  • Click-to-WhatsApp Ads
  • Two-Factor Authentication Guide
  • Uninstallation / Migration
    • Migrating from WhatApp Business API to WhatApp Mobile Apps
  • Customer profies
    • Export Customer Profiles
  • API Documentaion
    • Sync Contacts to CRM API
    • WhatsApp Chat API
    • Send Template API
    • Trigger Drip Campaign API
    • External CRM Integration
    • Fetch Campaign Messages Stats
    • Browse Abandoned Recovery Integrations
  • WhatsApp Green Tick
    • How to get a Green Tick on your WhatsApp number
  • Analytics
    • Order and Revenue Attribution
    • Google Analytics Report
  • Miscellaneous
    • Types of WhatsApp Messages
    • Quality Ratings & Messaging Limits
    • FAQs
    • Account health and blocking
    • What formats of media / image / video or audio are supported on WhatsApp Business API?
  • Segments Guide
    • Customer Segments
      • Customer Segment Filters
  • WhatsApp Display Name & WhatsApp Profile
    • WhatsApp Display Name
  • Customizations
    • Notifications
  • How to
    • Subscribe to push notifications on browser
    • Enable/Disable different notifications for agents
    • Unblock notifications permission
    • Install QuickReply on Mobile
  • Miscellaneous
    • QuickReply.ai - Data privacy and security
  • Message Template Guidelines
  • Video Tutorials on WhatsApp for E-commerce
  • Quality Ratings and Messaging Limits of WhatsApp Business API
  • Phone number requirements, Business Profile & Migration
  • Phone number and profile Messaging Limits FAQs
  • How to enable Facebook Business verification option
  • How to get Facebook Business Manager verified
  • Language Supported
  • Trusted Domains
  • Integration
  • Chat Widget
  • Channels
  • Team
  • How to Collect WhatsApp Business Opt-Ins for your Shopify Store?
  • FAQ Training
  • Keyword Training
  • How to export leads captured on chat by QuickReply.ai?
  • Merge Fields for WhatsApp Campaigns
  • How to send WhatsApp message using REST API - QuickReply.ai
  • How to share Facebook Business Manager Access to QuickReply.ai
  • What are the media file size limits and aspect ratio in WhatsApp Business API?
  • FAQ Training
  • How to integrate Razorpay for COD-to-Prepaid WhatsApp Campaigns?
  • How to integrate CashFree for COD-to-Prepaid WhatsApp Campaigns?
  • How to integrate PayU for COD-to-Prepaid WhatsApp Campaigns?
  • INTEGRATION
    • Social
      • Instagram DM & Messenger
        • Link Facebook page to Instagram account
        • Enable "Allow access to messages" for Instagram DM
    • Analytics
      • Meta Pixel
      • Google Analytics 4 (GA4)
    • CRM
      • HubSpot CRM
      • Zoho CRM
      • LeadSquared CRM
      • Salesforce
        • How to Enable WhatsApp Chat in Salesforce
        • How to Automatically Create Leads from New Chats and Get Notifications in Salesforce
    • CDP
      • MoEngage
  • FLASH RESPONSES
    • Flash Responses
    • Create Flash Response
    • Using Flash Response
  • FAQs
    • FAQ list
      • WhatsApp Messenger
        • "This business is now working to manage this chat", what does this mean?
      • Media
        • How can I send images as an album in WhatsApp Business API?
      • Blocking/ Unblocking
        • Can I reject or block incoming messages to my WhatsApp number on QuickReply.ai?
        • How to block an end-user from sending and receiving messages from your WhatsApp number?
        • Can users block or report WhatsApp Business API number?
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  • Step-by-step guide
  • Log In and Start Chatting

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  1. INTEGRATION
  2. CRM
  3. Salesforce

How to Enable WhatsApp Chat in Salesforce

PreviousSalesforceNextHow to Automatically Create Leads from New Chats and Get Notifications in Salesforce

Last updated 4 months ago

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Step-by-step guide

  1. Install the QuickReply App

    • Install the QuickReply app to your Salesforce account using the following link

    • Please make sure to select option Install for all users

  2. Access Leads in Salesforce

    • Log in to Salesforce and search for "Leads" or "Contacts" module using the App Launcher.

  3. Edit Page Layout

    • Open any record and click on Setup > Edit Page in the top-right corner.

  4. Add the QuickReply WhatsApp Chat Component

    • Drag and drop the "WhatsApp Chat" component from the left panel to your desired location on the page.

  5. Save and Exit

    • Once the component is added, click Save and exit the page editor.

Log In and Start Chatting

  1. Open the WhatsApp Chat component in any lead/contact record.

  2. Log in to QuickReply using the OTP sent to your registered email.

  3. You can view and take over the conversation if a previous chat exists with the lead.

  4. If not then send an approved WhatsApp template message to the lead to start a new conversation. Note - currently we support WhatsApp chat in the Leads and Contacts module only, but if you need this in any other Salesforce module you can contact us at support@quickreply.ai

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdL0000007FK5