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Has anyone integrated whatsapp with Salesforce, I need to create case record using WhatsApp, and related activities like create a case, share latest update etc. pls suggest in case there is any document  

 

#Salesforce Developer  #TrailblazerCommunity  #Sales Cloud  #Service Cloud

1 个回答
  1. 昨天,15:34

    Hi Raviraj, 

     

    Try the below path: 

     

    1. Enable WhatsApp as an Enhanced Messaging Channel in Service Cloud, connecting your Meta Business/WhatsApp Business account. 

    2. Set up Omni-Channel routing (queue + routing config, or an Omni-Channel flow) so incoming WhatsApp sessions land with the right team, including support for bot-based routing. 

    3. Auto-create a Case from an incoming message using an Einstein Bot or Flow — the bot captures the customer's intent, and on unresolved/escalation intents, invokes a flow action to create a Case, tagging it back to the messaging session. 

    4. Send updates back on the case (like "latest update") using Messaging Components — reusable structured message templates (Question, List Selector, etc.) that reps or flows can push into the WhatsApp thread, including dynamic content pulled from the Case record. 

    5. For proactive/automated updates outside an active session (e.g., status changed to Resolved), use Template-Based Automated Messages — these require Meta-approved templates and the WhatsApp Outbound Messages SKU. 

     

    The exact Trailhead module walking through this entire flow end-to-end (WhatsApp setup → routing → messaging components → case creation) is "WhatsApp for Agentforce Service," which I'd start with since it's hands-on with the Ursa Major Solar org. 

     

    References: 

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    https://trailhead.salesforce.com/content/learn/modules/whatsapp-for-service-cloud/get-started-with-whatsapp

     

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    https://trailhead.salesforce.com/content/learn/modules/whatsapp-for-service-cloud/extend-whatsapp-with-messaging-components

     

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    https://help.salesforce.com/s/articleView?id=service.messaging_whatsapp_templates.htm&language=en_US&type=5

     

     

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