> ## 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.

# Salesforce Flow Automation

> Trigger WhatsApp messages from Salesforce Flows

<Info>
  **Setup Time**: 25 minutes | **Difficulty**: Medium | **Salesforce Edition**: Enterprise+\
  **Requires**: WhatsApp Business API (WABA)
</Info>

## The Problem

Manual follow-ups don't scale.

## The Solution

Salesforce Flows automatically trigger WhatsApp messages.

<Frame caption="Salesforce Flow sending WhatsApp">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/flow-automation.gif" alt="Flow automation" />
</Frame>

## Step-by-Step Setup

### Part 1: Create Message Template

Create and get template approved in Eazybe WABA section.

### Part 2: Create Salesforce Flow

<Steps>
  <Step title="Go to Flow Builder">
    **Setup** → **Process Automation** → **Flows** → **New Flow**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/flow-builder.png" alt="Flow Builder" />
    </Frame>
  </Step>

  <Step title="Choose Flow Type">
    Select **Record-Triggered Flow** for automatic triggers
  </Step>

  <Step title="Configure Trigger">
    * Object: Lead, Contact, or Opportunity
    * Trigger: When record is created/updated
    * Condition: Your criteria

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/flow-trigger.png" alt="Flow trigger" />
    </Frame>
  </Step>

  <Step title="Add HTTP Callout Action">
    Add action to call Eazybe webhook endpoint

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/http-callout.png" alt="HTTP callout" />
    </Frame>
  </Step>

  <Step title="Activate Flow">
    Save and activate the flow
  </Step>
</Steps>

## Common Flow Examples

### New Lead Welcome

```
Trigger: Lead created
Condition: Lead Source = "Website"
Action: Send WhatsApp welcome message
```

### Opportunity Stage Change

```
Trigger: Opportunity updated
Condition: Stage changed to "Proposal"
Action: Send WhatsApp with proposal link
```