Overview
Practical guides for implementing WhatsApp workflows with Salesforce.Lead Capture
Auto-create Salesforce leads from WhatsApp
Chat Backup
Log WhatsApp messages to Salesforce activity
Flow Automation
Trigger WhatsApp from Salesforce Flows
Opportunity Alerts
WhatsApp notifications on opportunity changes
| Playbook | Time | Difficulty | Salesforce Edition |
|---|---|---|---|
| Lead Capture | 10 min | Easy | All editions |
| Chat Backup | 5 min | Easy | All editions |
| Flow Automation | 25 min | Medium | Enterprise+ |
| Opportunity Alerts | 15 min | Medium | Enterprise+ |