> ## 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.

# Chat Backup to Salesforce

> Log WhatsApp messages to Salesforce activity history

<Info>
  **Setup Time**: 5 minutes | **Difficulty**: Easy | **Salesforce Edition**: All
</Info>

## The Problem

WhatsApp conversations aren't visible in Salesforce.

## The Solution

Every WhatsApp message appears in Salesforce activity timeline.

<Frame caption="WhatsApp in Salesforce activity">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/chat-backup-solution.gif" alt="WhatsApp in Salesforce" />
</Frame>

## Step-by-Step Setup

<Steps>
  <Step title="Enable Chat Backup">
    Go to **Settings** → **Integrations** → **Salesforce** → Enable **Chat Backup**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/enable-chat-backup.png" alt="Enable backup" />
    </Frame>
  </Step>

  <Step title="Choose Activity Type">
    Select how messages appear:

    * **Task** - As completed tasks
    * **Event** - As logged events
    * **Custom Activity** - As WhatsApp activity (if configured)
  </Step>

  <Step title="Configure Sync">
    * ✅ Text messages
    * ✅ Attachments
    * ✅ Real-time sync
  </Step>
</Steps>

## What It Looks Like

<Frame caption="WhatsApp on Salesforce lead timeline">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/timeline-view.png" alt="Salesforce timeline" />
</Frame>