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Salesforce + WhatsApp

Salesforce WhatsApp integration for Indian sales and service teams

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.

  • Native Salesforce messaging for WhatsApp, or an approved WhatsApp Business Solution Provider, chosen per use case
  • Conversations routed to the right agent with Omni-Channel
  • Approved templates for reminders, payment links and status updates, triggered from Flow
  • Opt-in and consent tracked on the record

Two ways to connect WhatsApp to Salesforce

We compare both against your volumes, use cases and existing contracts before building, and write down the trade-offs so the decision is yours.

Salesforce native messaging

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.

Business Solution Provider (BSP)

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.

What teams in India use it for

Lead response

Reply to website, portal and ad leads on WhatsApp within the same working session and log the thread on the lead.

Site visits and appointments

Confirmations and reminders for property site visits, test drives, clinic appointments or counselling sessions.

Payment reminders

Utility templates with Razorpay or other payment links for instalments, renewals and invoices.

Service and support

Customers start a chat, a case is created and routed, and the conversation stays on the case history.

Order and booking updates

Dispatch, delivery, booking and itinerary updates triggered from Salesforce or your order system.

Field and channel partners

Notify brokers, distributors or technicians when something is assigned to them.

Rules we design around

  • Meta template categories (marketing, utility, authentication) and approval of each template before use
  • The 24-hour customer service window for free-form replies
  • Opt-in capture and opt-out handling stored on the contact, in line with India's DPDP Act obligations
  • One WhatsApp number per business purpose, with clear ownership of the WhatsApp Business Account

How the integration project runs

  1. Step 1

    Use cases

    List the conversations and notifications you need and who owns each.

  2. Step 2

    Route choice

    Native Salesforce messaging or BSP, with costs taken from the current official rate cards.

  3. Step 3

    Build

    Channel setup, routing, templates, Flows and record logging in a sandbox first.

  4. Step 4

    Go live

    Template approval, agent training and monitoring of delivery and failures.

Frequently asked questions

Can Salesforce send and receive WhatsApp messages natively?

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.

Do we need a WhatsApp Business Solution Provider?

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.

Can agents use their own phones?

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.

Can we send payment links on WhatsApp from Salesforce?

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.

Tell us what you are working on

Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.

Contact Raushang4 Technology