![]() By following the steps outlined in this guide, businesses can streamline their messaging process and efficiently manage their interactions with customers. Integrating WhatsApp with Salesforce through Twilio API is a powerful tool for improving communication and enhancing customer experience. Reference:- Send WhatsApp Message from Salesforce | SalesforceCodex Conclusion In this way, we send WhatsApp Messages to customers/clients for engagement through salesforce. To confirm the delivery status of the message to the customer/client we can check from Twilio logs available in the monitor block. This lightning web component can be created to send a message with help of the above apex classĪfter the lead is created in salesforce, we can send a WhatsApp Message to the lead phone Number.Īfter the message is sent successfully the screen appears below For testing use the format which is mentioned in a sandbox page. Body: It is the message which will be sent.To: Use this receiver WhatsApp Number to configure in a sandbox environment.This number will be +1 4 for sandbox environments. Three parameters are required to send message: We can integrate Twilio API to send WhatsApp messages using apex where we need to supply Twilio account SID and secret token to apex and TwiliotrialNumber.įor reference you can use this apex class WhatsAppMessageService. Create Apex class for Using Twilio API: – Now we can proceed to write the apex class in salesforce and call Twilio API over there. Now our sandbox environment is set up is ready. Post successful communication, sandbox environment details will be displayed. ![]() We can select any one of the above options like ‘Appointment Reminders’, ‘Order Notification’, or ‘Verification codes’.įor processing the next step, you can send a message from your WhatsApp Number to verify two-way communication. To proceed to the next step any message from the sandbox environment can be sent to WhatsApp Number. Automatically a connection code generated and will appear as will bold character on the page like above.Īfter sending a proper message, your WhatsApp Number and sandbox environment will be linked. In the first step send a message join to +14155238886. So, the first step is to get a trial number (The trial number is the number that you need to send a WhatsApp to the Customer) and your sandbox environment will be connected to your WhatsApp Number. It is a four-step process to set up a sandbox that gets started after pop-up confirmation. Now next step is as follows 2.Create Sandbox Environment: –īeing Developers, we can test WhatsApp messaging using a sandbox environment. In this way, Your Twilio account got created and verified. Getting your Phone Number verified and confirmation of all information you will be redirected to the Twilio console page. Here we need to provide the following details Name, Email, and Password.Īfter signing up we need to verify email through a verification email as below The first step to achieve this functionality we need create a free Twilio trial account. Step to follow to achieve the functionality. This article provides a step-by-step guide for seamless implementation. Integrating Salesforce with WhatsApp using Twilio API can boost your communication strategy. Generally, we send the lead confirmation email notification to the client/customer but sending a message on WhatsApp makes it more engaging. Using this integration, we can go a little ahead in the market race. When a lead is created in Salesforce, we would like to send the confirmation to the particular client/customer. By following these tips, you can make the most of Salesforce and WhatsApp integration using Twilio API and enhance your business communication strategy. Test the integration thoroughly before going live to ensure smooth operation.Configure your workflows and message templates for efficient and effective communication.Use a reliable integration platform or consult with an experienced integration specialist. ![]()
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