Automatic Sync (every 3 minutes)
WhatsApp conversations with your Salesforce contacts or leads are automatically synced every 3 minutes. Please note, that chats with Salesforce contacts or leads will only be synced.
Once the syncing of the chats begins, the last synced date and time will be visible in the EazyBe extension.
To verify if chats have synced, click on the icon to redirect to your contact's page in Salesforce.
Initial Integration
When you integrate Salesforce for the first time, we automatically provide chat backup for the past 3 days.
Logging of Activity
WhatsApp chats are backed up in the Notes & Attachments Section and the WhatsApp Chats by EazyBe custom activity object of the Contacts page of Salesforce.
This is the backup in the Notes & Attachments section of the Contact's page.
This is the backup in the WhatsApp Chats by EazyBe custom activity object.
In the Lead's Page, the backup takes place in the WhatsApp Chats by EazyBe custom activity object.
Attachments Backup
Attachments from WhatsApp conversations are stored in the WhatsApp Chats by Eazybe custom activity object of the Leads as well as Contacts page as given below:
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!