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With the new EazyBe Team Inbox package, your WhatsApp conversations are synced directly to the Timeline of your Salesforce records. Every message appears as a timeline entry, so the complete WhatsApp history of a contact is visible right where your team already works.
This Timeline flow is part of the new EazyBe Team Inbox package and applies to new installations. Existing orgs that don’t install the new package are not affected — their chats keep syncing to the previous locations (Notes & Attachments and the WhatsApp Chats by EazyBe object) exactly as before.

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Where to See the Timeline

Open any Contact, Lead, or Person Account record in Salesforce. The Timeline on the record page shows all WhatsApp conversations with that record, in chronological order.
WhatsApp messages shown on a Contact record's Timeline

WhatsApp conversations on a Contact record's Timeline

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What You’ll See

Each synced WhatsApp message appears on the Timeline as a dedicated entry with:
  • Direction — whether the message was sent or received
  • Sender and receiver — who exchanged the message
  • Timestamp — when the message was sent
  • Message content — the full conversation text
Details of a WhatsApp message entry on the Timeline

A WhatsApp message entry on the Timeline

The Timeline works hand in hand with the EazyBe Team Inbox: the Team Inbox shows the live conversation view, while the Timeline keeps the permanent history on the record.

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Requirements

To see WhatsApp conversations on the Timeline, you need:
  • The EazyBe Team Inbox package installed in your Salesforce org
  • The prerequisite setup completed (Record Types, Sharing Settings, and Field History Tracking)
  • The EazyBe record pages activated for Contact, Lead, and Person Account
New to the setup? Follow the full guide in Team Inbox.
If you have any questions, reach out to us at hey@eazybe.com.