> ## 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 Playbooks

> Step-by-step guides for WhatsApp + Salesforce workflows

## Overview

Practical guides for implementing WhatsApp workflows with Salesforce.

<CardGroup cols={2}>
  <Card title="Lead Capture" icon="user-plus" href="/integrations/salesforce/playbooks/lead-capture">
    Auto-create Salesforce leads from WhatsApp
  </Card>

  <Card title="Chat Backup" icon="cloud-arrow-up" href="/integrations/salesforce/playbooks/chat-backup">
    Log WhatsApp messages to Salesforce activity
  </Card>

  <Card title="Flow Automation" icon="gear" href="/integrations/salesforce/playbooks/flow-automation">
    Trigger WhatsApp from Salesforce Flows
  </Card>

  <Card title="Opportunity Alerts" icon="bell" href="/integrations/salesforce/playbooks/opportunity-alerts">
    WhatsApp notifications on opportunity changes
  </Card>
</CardGroup>

| 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+        |