In this guide, let us learn how to integrate Salesforce with the EazyBe extension.
Ensure that you have the latest version of our WhatsApp extension installed and running on your device.
When you login into your WhatsApp web account you will see the Integrations button on the right-side bar.
Click on the Button and you will see a popup.
Click on the Connect button under the Salesforce section.
Choose your account.
Congratulations, you have successfully integrated Salesforce with EazyBe.
💡 Frequently Asked Questions (FAQs) for WhatsApp-Salesforce Integration:
How can I confirm that the integration was successful?
Once the integration is complete, you should be redirected back to WhatsApp, and the Salesforce icon should be visible in the sidebar.
What should I do if I encounter issues during the integration process?
If you face any issues, refer to the useful links provided for common problems. Additionally, you can visit Salesforce's help section for troubleshooting.
What permissions are required for the integration?
The necessary permissions will be prompted during the integration process. Make sure to grant the required permissions for a successful integration.
Can I integrate multiple accounts with Salesforce through WhatsApp?
Yes, you can integrate multiple accounts by repeating the integration process for each account.
How do I disconnect the integration after completion?
Click on the integration button, and then the Disconnect button. You will be prompted to confirm.