> ## 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.

# Prerequisites

> Pre-requisites to connect Salesforce with WhatsApp using EazyBe

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

<iframe width="560" height="315" src="https://www.youtube.com/embed/jfZdTsVDQ7U" title="Salesforce WhatsApp Integration" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

## Prerequisites Checklist

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Required Permissions">
    Ensure you grant the necessary permissions to connect Salesforce with WhatsApp. These permissions will be requested during the integration process.
  </Step>
</Steps>

<Info>
  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](/en/integrations/salesforce/setup) for step-by-step instructions.
</Info>

## Need Help?

If you have any questions or need further assistance, feel free to reach out to us at **[hey@eazybe.com](mailto:hey@eazybe.com)**.