How to Enable WhatsApp Chat in Salesforce

Step-by-step guide

1. Install the QuickReply App

   • Install the QuickReply app to your Salesforce account using the following link https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdL0000007FK5

   • 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.

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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 [e-mail]