WhatsAble chat in SalesforceCopy Anchor Link

A salesperson opens a Lead, Contact, or Opportunity and sees the WhatsApp chat for that record's phone number. The window opens on the newest conversation with that phone on a WhatsApp number the API key may use. A key for more than one number shows those numbers, and the salesperson can switch. The selected number's conversation is shown. A number with no conversation yet can send an approved template, and that template leaves from the selected number.

Connect the keyCopy Anchor Link

An admin pastes the WhatsAble API key once, in the WhatsAble external credential. Salesforce stores the key. It does not call WhatsAble at that moment. The key needs Send messages and Read messages.

Assign the WhatsAble User permission set to the people who open records. That set lets them use the key and the chat.

Add the chat to a record pageCopy Anchor Link

1. Open a Lead, Contact, or Opportunity in Lightning App Builder.
2. Add the WhatsAble chat component.
3. Save and activate the page.

The window is 600 pixels tall and fills the column you place it in. Select the component in the Lightning App Builder to set a different height, or a width in pixels. An empty width keeps filling the column. On a Lead or Contact, the chat uses the mobile phone, then the phone. On an Opportunity, it uses the primary contact's phone, then any contact role, then the account phone.

What the salesperson can sendCopy Anchor Link

A reply in the last 24 hours opens a free-text box. The salesperson can quote one message, attach a file, record a voice note, pick a saved reply, and send a template that needs a header file. When that window is closed, or there is no chat yet, the page sends an approved template. A template to a new number creates the contact in WhatsAble. An internal note stays with the team in WhatsAble and is never sent to WhatsApp. The window loads the latest messages and can ask for earlier ones.

The switch lists only numbers the API key may use. A chat on a number outside that set does not appear.

The link Salesforce loads lasts five minutes. The open chat keeps working until the person leaves the record or refreshes it. Opening the record again loads a new link.