Skip to main content

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.

This guide explains how to manage pending tasks for Salesforce Contacts using the EazyBe WhatsApp Extension. Track and save tasks directly from your WhatsApp conversations.

​
Creating a Contact Task

1

Open the WhatsApp Chat

Access the WhatsApp conversation with your desired Salesforce Contact.
2

Open Salesforce Integration

Locate and click the Salesforce icon in the right sidebar of the browser extension.Salesforce Integration Panel
3

Navigate to Tasks Section

Find the third header labeled Tasks under the Contact Section and select it.
4

Create New Task

Click the New Task button to initiate task creation.New Task Button
5

Save Task

Input the task details and click Save Task to store it.Save Task Form

​
Managing Tasks

Once a task is created, you can view and manage it directly from the Tasks section. Use the three-dot menu to:
  • Edit - Modify task details
  • Delete - Remove the task
Tasks are synced directly to Salesforce when you save. The task information will be reflected in your Salesforce Contact record.

​
Need Help?

If you have any questions or need assistance, contact our support team at hey@eazybe.com.