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Salesforce Lead Profile
Karan avatar
Written by Karan
Updated this week

To view the profile section of a Salesforce Lead, follow these steps:

  1. Open the WhatsApp Chat

    Open the WhatsApp chat of your Salesforce lead whose profile you want to view or edit.

  2. Access the Salesforce Integration

    Click on the Salesforce icon on the right sidebar of the extension.

  3. Access the Profile Section

    The first header that appears under the Lead section will be the Profile Section.

  4. View and Edit User Properties

    You can view and edit the user's properties in this section. Make the necessary changes as needed. You can edit the properties by clicking on the Edit button as given below.

  5. Save the Changes

    Once you've edited the profile, click on the Save button at the bottom to ensure the changes are applied.



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