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Setup Time: 5 minutes | Difficulty: Easy | Salesforce Edition: All

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The Problem

WhatsApp conversations aren’t visible in Salesforce.

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The Solution

Every WhatsApp message appears in Salesforce activity timeline.
WhatsApp in Salesforce

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Step-by-Step Setup

1

Enable Chat Backup

Go to Settings → Integrations → Salesforce → Enable Chat Backup
Enable backup
2

Choose Activity Type

Select how messages appear:
  • Task - As completed tasks
  • Event - As logged events
  • Custom Activity - As WhatsApp activity (if configured)
3

Configure Sync

  • ✅ Text messages
  • ✅ Attachments
  • ✅ Real-time sync

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What It Looks Like

Salesforce timeline