Sending WhatsApp Outbound Message from Step Cadence Screen Flow on Person Account 

Today, this requirement came up, and I faced some trouble implementing the automation. I’m writing this in hopes that it can help someone else, because when I searched for this on Salesforce Help, I couldn’t find anything. 

First of all, your Screen Flow must be a “Cadence Step Flow” so it can be inserted inside the Cadence Builder. 

This type of flow always has 3 variables: 

whoId 

whatId 

actionCadenceStepTrackerId 

Here’s what they populate: 

whoId populates the Contact ID or Lead ID 

whatId populates Account, Case, Opportunity, etc. 

actionCadenceStepTrackerId populates the Cadence Tracker ID so you can find your cadence step if needed 

There’s a tricky thing when you use Person Accounts, which was my case. I had a problem finding the Account ID because when I used whatId, it couldn’t find the record. So, I needed to use Debug in my user to understand which variable was populated and what the values were.

When I checked, the populated value was in whoId, and in my mind, the correct variable to be populated was whatId — because the flow is on the Account record page. However, the variable populated was whoId with the Contact ID. This happens because a Person Account is both an Account and a Contact at the same time. 

So, to find the Account ID, we need to insert a Get Records component and search for PersonContactId = whoId. 

Now you can find the correct Account and search for the Message User for that Account. After that, you need to create a Text Collection variable and add the Message User ID so you can use it in the Send Conversation Message action. 

I hope this helps someone. 

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