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Before integrating Salesforce with WhatsApp using the EazyBe extension, ensure you have the following prerequisites in place.

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Prerequisites Checklist

1

Active Salesforce Account

You need to ensure that your Salesforce account is set up and functioning properly. Verify that you can log in and access your Salesforce dashboard.
2

EazyBe WhatsApp Extension Installed

Ensure that your EazyBe WhatsApp Extension is properly installed and connected to WhatsApp Web. The extension should be active in your Chrome browser.
3

Required Permissions

Ensure you grant the necessary permissions to connect Salesforce with WhatsApp. These permissions will be requested during the integration process.
Once you have verified all prerequisites, you can proceed with the installation. Check out our guide on how to install and connect EazyBe with your Salesforce account for step-by-step instructions.

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Need Help?

If you have any questions or need further assistance, feel free to reach out to us at [email protected].