Use the EazyBe Team Inbox and Timeline directly inside Salesforce on Contact, Lead, and Person Account records, plus a global Team Inbox for your whole team
EazyBe Team Inbox is embedded directly inside Salesforce, so your team can manage WhatsApp conversations without leaving the CRM. Once enabled, you get:
Team Inbox on records — WhatsApp conversations for a specific Contact, Lead, or Person Account, shown right on the record page
Timeline — the full WhatsApp conversation history displayed on the record’s timeline
Global Team Inbox — all conversations across your team in one place
This setup applies to new installations of the EazyBe Team Inbox package. Existing orgs that don’t install the new package are not affected — their current setup keeps working exactly as before.
A Salesforce administrator needs to complete the following steps once per org. Steps 1–3 are the one-time prerequisite setup; steps 4–6 install and enable the Team Inbox.
1
Create Record Types
At least one active Record Type is required for Account, Contact, and Lead. Create them as follows (repeat for each object):
Go to Setup and open Object Manager.
Select the object — Account, Contact, or Lead.
Click Record Types, then New.
Select Master as the existing Record Type.
Enter a Record Type Label (e.g., Default Account, Default Contact, or Default Lead).
Mark the Record Type as Active.
Assign the Record Type to all required Profiles.
Select the appropriate Page Layout.
Click Save.
If an object already has an active Record Type, you can skip it for that object.
2
Configure Sharing Settings
Go to Setup and search for Sharing Settings.
Under Organization-Wide Defaults, configure the following:
Object
Recommended Setting
Account
Private or Public Read Only
Contact
Controlled by Parent or Private
Lead
Private or Public Read Only
Click Save.
3
Enable Field History Tracking
Field History Tracking must be enabled separately for each object (Account, Contact, and Lead):
Go to Setup and open Object Manager.
Select the object — Account, Contact, or Lead.
Select Fields & Relationships.
Click Set History Tracking.
Enable Track Field History and select the required fields to track.
Click Save.
4
Install the EazyBe Team Inbox package
Install the EazyBe Team Inbox managed package in your Salesforce org:Install the EazyBe Team Inbox packageWhen prompted, choose Install for All Users.
5
Authorize users in External Client App Manager
After the package is installed, authorize the profiles that should have access:
In Salesforce, go to Setup and search for External Client App Manager.
Open Eazybe Team Inbox — Packaged (the EazyBe app listed as installed).
Under Policies, set Permitted Users to Admin approved users are pre-authorized.
Under Authorized Profiles, select System Administrator and click Save.
Authorizing profiles in External Client App Manager
6
Activate the record pages
Next, activate the EazyBe record pages so the Team Inbox and Timeline appear on your records. Repeat this step for each object:
Object
Page to select
Contact
Eazybe Contact Record Page
Lead
Eazybe Lead Record Page
Person Account
Eazybe Person Account Record Page
Click the gear icon (⚙️) in the top-right corner and select Edit Page.
In the page selector at the top of the Lightning App Builder, select the page for the object (see the table above).
Click Activation in the top-right corner.
In the modal, choose Org Default to assign the page to your whole org.
Select both Desktop and Phone.
Click Save.
Activating the Eazybe Contact Record Page
The authorization and activation steps above are temporary. An upcoming package update will handle them automatically during installation, so users won’t need to perform them manually.
Once the pages are activated, open any Contact, Lead, or Person Account record in Salesforce. The record page shows the EazyBe Team Inbox and Timeline with all WhatsApp conversations for that record.
To see all conversations across your team, open the EazyBe Team Inbox from the Salesforce navigation. This global inbox is not limited to a single record — it shows every conversation across your workspace.
