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Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

Use this file to discover all available pages before exploring further.

Your WhatsApp conversations aren’t syncing with Salesforce? You’re moving your conversations forward, but the backup isn’t getting stored on Salesforce. Follow this guide to resolve the issue.

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Check Your Account

1

Verify Account Type

Ensure you have either a Salesforce Developer Account or Salesforce Professional Edition.
The integration does not support trial or Starter accounts.
2

Verify Subscription Status

Make sure both your Salesforce and Eazybe accounts maintain active standing.

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Grant Access

Eazybe asks for specific permissions when integrating with Salesforce. Ensure that these permissions are granted, as they are crucial for storing WhatsApp conversations via the Eazybe WhatsApp Extension. Permission Settings
Accept all prompts during the integration process to enable smooth syncing of WhatsApp chats in Salesforce.

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Need Help?

For additional assistance, contact us at hey@eazybe.com.