First off, thank you to this amazing platform for enabling us to ask questions and share ideas — it's incredibly valuable!
We’re currently implementing a brand new WhatsApp integration via Digital Engagement, and I was hoping to gather some best practices from those who’ve done this before.
Specifically, I have a few questions:
- Meta Business Account setup Is it best to register aMeta Business Account under the client’s business entity rather than using a personal Meta account? - I think this is a "No brainer - Yes"
- Phone number strategy Is it a good practice to:
- Use one phone number for the Production setup, and
- Get a separate number linked to the same Meta Business Account for the Dev/Sandbox environment to support development and testing? I believe we should not test using the Number that is in use for day-to-day business purpose.
- General setup advice What are some “must-do” items or best practices when setting up WhatsApp for Salesforce?
Any recommendations, advice and suggestions would be of great help.
4 answers
These are some common mistakes to avoid when trying to configure Whatsapp in Salesforce.
- Launching before templates are approved.
- Not storing opt-in and opt-out data in Salesforce.
- Letting inbound messages sit in an unowned inbox.
- Creating duplicate Leads for known Contacts.
- Building automation without stop conditions.
- Not testing phone-number formatting and country codes.
- Ignoring reporting until after users complain.
- Using WhatsApp for sensitive content without policy review.
- Training only admins and not end users.
Also you can find some best practices on this link below,
https://www.watbox.ai/blog/whatsapp-salesforce-setup-best-practices/Feel free to reach me if need any queries.
