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Salesforce + WhatsApp
Most Indian customers would rather reply on WhatsApp than open an email. We connect WhatsApp Business to Salesforce so every chat, template message and opt-in is logged against the lead, contact or case, and your team replies from Salesforce rather than from personal phones.
We compare both against your volumes, use cases and existing contracts before building, and write down the trade-offs so the decision is yours.
Service Cloud and Marketing Cloud support WhatsApp channels linked to a WhatsApp Business Account. Usage is billed through Salesforce message credits, so messaging cost stays inside your Salesforce contract.
An Indian or global BSP connected through its API and Apex or Flow callouts, or an AppExchange app. This route often suits teams that already use a BSP for marketing broadcasts, or that only need outbound notifications.
Reply to website, portal and ad leads on WhatsApp within the same working session and log the thread on the lead.
Confirmations and reminders for property site visits, test drives, clinic appointments or counselling sessions.
Utility templates with Razorpay or other payment links for instalments, renewals and invoices.
Customers start a chat, a case is created and routed, and the conversation stays on the case history.
Dispatch, delivery, booking and itinerary updates triggered from Salesforce or your order system.
Notify brokers, distributors or technicians when something is assigned to them.
Step 1
List the conversations and notifications you need and who owns each.
Step 2
Native Salesforce messaging or BSP, with costs taken from the current official rate cards.
Step 3
Channel setup, routing, templates, Flows and record logging in a sandbox first.
Step 4
Template approval, agent training and monitoring of delivery and failures.
Yes. Salesforce offers WhatsApp as a messaging channel in Service Cloud and in Marketing Cloud. It is linked to a WhatsApp Business Account and billed through Salesforce message credits.
Not if you use Salesforce native messaging. A BSP is an alternative when you already have one, need features outside Salesforce, or prefer to pay a BSP directly.
They should not. With the integration, agents reply from Salesforce using the company number, so conversations stay with the business and are visible to managers.
Yes. A Flow can create a payment link through your gateway, for example Razorpay, and send it in an approved utility template. Payment status then comes back to Salesforce through webhooks.
Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.
Contact Raushang4 Technology