Setting Up Twilio WhatsApp Integration for Salesforce
How to Set Up Twilio WhatsApp Integration for Salesforce: A Step-by-Step Guide
Are you ready to enhance your Salesforce experience by integrating Twilio’s WhatsApp capabilities? Follow these steps to seamlessly set up the integration and start engaging with your leads and customers on WhatsApp.
Step 1: Create Your Twilio Account
Begin by signing up for a free Twilio account. Verify your email and phone details to get started.
Step 2: Create a Twilio Sandbox for WhatsApp
Obtain a Trial Twilio Number: Click on “Get a Twilio Phone Number” to secure your trial number.
Connect Your Trial Number to the Sandbox: Navigate to Messaging > Send a WhatsApp Message. Send the provided code to your Twilio number from your personal WhatsApp account and receive a confirmation message.
Initiate a Business Message: Select a message template of your choice in the provided form.
Proceed to the Next Step: After receiving the template message, move on to the next step.
User-Initiated Conversation Verification: Respond to the two-way communication verification prompt to confirm the interaction.
Message Response: Find your message in your Twilio account and respond through the form.
Configure Status Callback URL: Head to Sandbox settings and configure your status callback URL, which can be the same as your “when a message comes in” URL.
Step 3: Create an Apex Class for Twilio API
Develop an Apex Class for the Twilio API and ensure you add the Twilio API URL (https://api.twilio.com) to your Remote Site Settings.
Step 4: Craft a Lightning Web Component (LWC)
Design a Lightning Web Component that aligns with your requirements for the Lightning Record page.
Step 5: Integrate LWC into Lead Record Page Layout
Include your newly created LWC in the Lead Record Page Layout and initiate WhatsApp conversations directly from the page.
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Author: Ibrahim Onceler