I have an interesting Salesforce use case to share.
It’s about connecting Salesforce Revenue Cloud with WhatsApp, so parts of the ordering process can happen directly in chat.
For example, a customer can send an order request in WhatsApp, receive pricing options, confirm billing and shipping details, and then have the order created in Salesforce Revenue Cloud
I think this is a cool example of where AI and Headless CRM can be genuinely useful. Not just as a fancy add-on, but as something that removes a few extra steps from the process.
We’ve been exploring this approach, and it’s exciting to see how much simpler some Revenue Cloud processes can become when you bring them into a chat experience.
Has anyone else tried something similar with Salesforce and messaging apps?
