Category:Whatsapp Integration

Native Salesforce integration with the WhatsApp Business Cloud API (Meta Graph API). System admins can send freehand text, template, and media messages to Contacts from Screen Flows, Record-Triggered Flows, Scheduled Flows, or Apex, and receive inbound replies + delivery statuses via a webhook. Modelled on the n8n "WhatsApp Business Cloud" node. Ships inside the b3w managed package.

One-time setup (per org / post-install)

1. Meta side: create a WhatsApp Business Account (WABA), add one or more phone numbers, and create a System User access token with whatsapp_business_messaging + whatsapp_business_management scopes.
2. External Credential token: Setup → Named Credentials → External Credentials → WhatsApp → edit the WhatsAppPrincipal named principal → add authentication parameter Access_Token = your access token. Grant the running users/perm set access to the principal.
3. Custom Metadata: create one WhatsApp Configuration record per phone number:
   • WhatsApp Business Account Id — the WABA id
   • Phone Number Id — the phone number id (not the display number)
   • Display Phone Number — e.g. +1 555 000 0000
   • Named Credential — WhatsApp
   • API Version — e.g. v21.0
   • Webhook Verify Token — any secret string (also entered in Meta, see below)
   • Is Default — check on exactly one record
4. Permission set: assign WhatsApp Admin to the relevant users.
5. Webhook: in Meta → WhatsApp → Configuration → Webhooks, set
   • Callback URL: https://<your-domain>/services/apexrest/whatsapp/webhook
   • Verify token: the same string as Webhook Verify Token
   • Subscribe to the messages field. (The Salesforce site/community hosting /services/apexrest must allow guest access to the REST resource.)

Sending from Flow

Send WhatsApp Text

Send WhatsApp Template

Same Contact/phone/config inputs, plus:

Send WhatsApp Media

Same Contact/phone/config inputs, plus Media Type (Image/Document/Video/Audio), Media URL (public HTTPS), and optional Caption.

Get WhatsApp Templates

Returns a Template Names collection for the configuration — bind it to a dynamic choice in a Screen Flow so admins pick a template instead of typing it. Makes a synchronous callout; use in Screen Flows (not record-triggered flows, which can't call out synchronously).

From Apex

WhatsAppSendText.Request r = new WhatsAppSendText.Request();
r.contactId = someContactId;
r.messageBody = 'Hi there';
WhatsAppSendText.send(new List<WhatsAppSendText.Request>{ r });

The Whatsapp_Message__c object

Inbound media is downloaded asynchronously and attached as a Salesforce File (ContentVersion) on the message record.