There are a few things to keep in mind before setting up the Salesforce WhatsApp integration.
An image showing the two requirements to integrate Salesforce with WhatsApp and one optional requirement
You need a WhatsApp API account .
Salesforce users also need administrative access to set up the necessary integrations.
Businesses also have the option to connect Salesforce and WhatsApp with a business messaging platform, such as respond.io, a WhatsApp Business Solution Provider (BSP) . It acts as a bridge between Salesforce and WhatsApp, enabling seamless message routing , automation , and data retrieval.
Before we can integrate Salesforce and WhatsApp, let's look at the types of dentist data integrations available.
Salesforce WhatsApp Integration Types
Businesses have two options for integrating WhatsApp and Salesforce. Each type of integration offers distinct benefits and limitations depending on a business’s needs, existing tools, and messaging goals.
Here's a detailed look at the two types of Salesforce WhatsApp integrations, including how they work, the pros and cons, and which option is better for different business use cases.
WhatsApp Direct Integration into Salesforce
This type of integration allows businesses to connect or create a WhatsApp Business account directly within Salesforce CRM. It involves setting up WhatsApp as a native communication channel in Salesforce, which means agents can manage conversations directly from Salesforce without the need for an external platform.
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