> ## 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 Permissions Required for WhatsApp Chat Sync

> Configure Salesforce permissions to enable WhatsApp chat backup and sync

<Info>
  **Setup Time**: 10 minutes | **Difficulty**: Medium | **Salesforce Edition**: All
</Info>

## 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.

<Warning>
  Missing permissions will cause chat sync failures even with valid credentials.
</Warning>

## Step-by-Step Configuration

<Steps>
  <Step title="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**

    <Frame caption="Object Permissions in Profile">
      <img src="https://mintcdn.com/eazybe/msgqo0DD_aRlGs2M/images/salesforce/object-permissions-profile.png?fit=max&auto=format&n=msgqo0DD_aRlGs2M&q=85&s=aaebdb9f069884d41dcd5682f8fb83ca" alt="Object Permissions in Profile" width="628" height="70" data-path="images/salesforce/object-permissions-profile.png" />
    </Frame>
  </Step>

  <Step title="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**
  </Step>

  <Step title="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
  </Step>
</Steps>

## Test the Sync

<Steps>
  <Step title="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
  </Step>
</Steps>

## Verification Checklist

Use this checklist to confirm everything is configured:

<Checklist>
  * [ ] Profile has **Read** enabled on WhatsAppChat\_\_c object
  * [ ] Profile has **Create** enabled on WhatsAppChat\_\_c object
  * [ ] Profile has **Edit** enabled on WhatsAppChat\_\_c object
  * [ ] All 23 fields have **Visible** enabled in Field Level Security
  * [ ] User has logged out and back in after changes
</Checklist>

## For System Administrators

<Success>
  If you are a **System Administrator**, you can skip all manual setup:

  1. Disconnect your Salesforce integration in Eazybe
  2. Reconnect using your System Administrator credentials

  Admin users have full access by default—no additional configuration needed.
</Success>

## Troubleshooting

<Info>
  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
</Info>

## Need Help?

If you're still experiencing issues:

* Email us at [hey@eazybe.com](mailto:hey@eazybe.com)
* Visit our [Help Center](https://eazybe.com/help)