Implementing WhatsApp Click to Chat in Salesforce – Begin a Chat With Anyone

Reading Time: 3 minutes

A customer is key of business:
“Social media is not a media. The key is to listen, engage, and build relationships.” – David Alston

As the business is growing, the number of customers are also getting increased. Customers are happy if they are felling love with your product and service.

In this era, A business team should be connected to the customer in every medium. Increasing customer also can increase response time. It can be problematic.

After at the end of this blog, You will able to implement a cool way to start contacting your customers an easy way of using WhatsApp Chat. This blog is not going to increase your revenue by 10b. But it can save few or more than few seconds.

The Problem:
You are handling hundreds of contacts and you want to start communication on WhatsApp. One way is that you store a contact phone/mobile number in your cell phone. Then you search for a particular contact in your WhatsApp to start a conversion.

The Solution:
Instead of doing that, You can use WhatsApp’s Click to Chat feature. Now you can start a conversation with anyone without having a number in your contact book.

WhatsApp’s Click to Chat feature allows you to begin a chat with someone without having their phone number saved in your phone’s address book. As long as you know this person’s phone number, you can create a link that will allow you to start a chat with them. By clicking the link, a chat with the person automatically opens. Click to Chat works on both your phone and WhatsApp Web.

This URL should be used for this feature: https://wa.me/whatsappphonenumber/?text=urlencodedtext

Implementing WhatsApp’s Click to Chat in 5 minutes:

Steps in Salesforce classic UI:
1. Click on Setup (Top-Right)
2. In the Left Sidebar go to: Build -> Customize -> Contacts -> Buttons, Links, and Actions
3. Click on New Button or Link
4. Fill out the button information as below:
Label: Start WhatsApp Chat
Name: Start_WhatsApp_Chat
Display Type: Detail Page Button
Behavior: Display in New Window
Content Source: URL

Then put the following URL in the text area then Save it.

5. Add this button to page layout.

Steps in Salesforce Lightning UI:
1. Click on Gear button on the Top-Right corner. Then click on Setup.
2. Search for Object Manager in the left sidebar.
3. Select Contact object.
4. Click on Buttons, Links, and Actions in the sidebar
5. Then Click on New Button or Link.
6. The follow from 4th steps.

 

WhatsApp Click to Chat in Salesforce 1

 

Note: You can use this with any custom and standard object. I have taken the example with Contact object.

You have done it. Let’s see your work in action.

Click on the Start WhatsApp Chat from the browser or Salesforce mobile app.

Happy Trailblazing…

14 thoughts on “Implementing WhatsApp Click to Chat in Salesforce – Begin a Chat With Anyone

  • November 1, 2018 at 2:19 am
    Permalink

    Vishnu Sir I am actually amazed to see its that simple. I anticipated some heavy integrations with WhatsApp and Salesforce 😃.

    Reply
  • November 1, 2018 at 9:50 am
    Permalink

    Hi Vishnu i’m trying to implement WhatsApp Click to Chat in Salesforce. i’m facing the error as follows. could you please help me how it will be.

    Error: Syntax error. Missing “

    Reply
    • November 1, 2018 at 11:47 am
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      Please copy code and try again.

      Reply
  • November 1, 2018 at 10:10 am
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    Its Giving me Syntax error :

    Error: Syntax error. Missing ”
    Functions

    Error: Syntax error. Missing “

    Reply
    • November 1, 2018 at 11:47 am
      Permalink

      Please copy code and try again.

      Reply
  • November 1, 2018 at 11:48 am
    Permalink

    Hi, im getting Error: Syntax error. Missing “

    Reply
    • November 16, 2018 at 6:19 pm
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      After redirecting the URL, the controls goes to WhatsApp. I am not sure, Why its happening to you. I will post if i find anything about it.

      Reply

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