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Setup Time: 10 minutes | Difficulty: Medium | Salesforce Edition: All

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Why Permissions Matter

Eazybe stores WhatsApp conversations in a custom object called WhatsApp Chats by EazyBe (WhatsAppChat__c). If your user doesn’t have the right permissions, chat sync won’t work.
Missing permissions will cause chat sync failures even with valid credentials.

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Step-by-Step Configuration

1

Enable Object Access in Your Profile

  1. Click the Gear icon (⚙️) in the top-right corner
  2. Select Setup
  3. In the Quick Find box, type “Profiles” and select it
  4. Find and click the Profile your users belong to (e.g., “Standard User” or your custom profile)
  5. Scroll to the Custom Object Settings section
  6. Find WhatsApp Chats by EazyBe (WhatsAppChat__c)
  7. Click Edit
  8. Enable the following permissions:
    • ✅ Read
    • ✅ Create
    • ✅ Edit
  9. Click Save
Object Permissions in Profile

Object Permissions in Profile

2

Enable Field Permissions in Object Manager

After enabling object access, you need to make the fields visible.
  1. Stay in Setup and go to Object Manager
  2. Find and click WhatsApp Chats by EazyBe (WhatsAppChat__c)
  3. Click Fields & Relationships
  4. For each field below:
    • Click the field name
    • Click Field Level Security or Field Permissions
    • Ensure Visible is ✅ checked
    • Click Save
3

Verify All Required Fields

Ensure Visible is enabled for all these fields:Message Data
  • Message__c
  • MessageId__c
  • Timestamp__c
Sender Information
  • Sender__c
  • SenderName__c
  • SenderEmail__c
Receiver Information
  • Receiver__c
  • ReceiverName__c
Chat Details
  • ChatName__c
  • Chatter__c
  • ChannelId__c
  • GroupChatNames__c
Contact Linking
  • ContactId__c
  • ContactType__c
Workspace Information
  • WorkspaceId__c
  • WorkspaceName__c
File Attachments
  • FileName__c
  • FileFormat__c
Sync Status
  • Status__c
  • CreatedByUser__c
Group Participants
  • ChatParticipantWhatsAppNames__c
  • ChatParticipantWhatsAppNumbers__c
  • ChatParticipantSalesforceNames__c

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Test the Sync

1

Apply and Verify

  1. Log out of Salesforce and log back in (permissions may take a few minutes to apply)
  2. Open Eazybe
  3. Try syncing WhatsApp chats again

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Verification Checklist

Use this checklist to confirm everything is configured:

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For System Administrators

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Troubleshooting

If you’ve completed all steps and sync still isn’t working, check:
  • Your Salesforce OAuth token is valid
  • Network connectivity to Salesforce API
  • User has API access enabled in their profile

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Need Help?

If you’re still experiencing issues: