Before installing the WhatsApp Business package
Creating Meta Developer App & Register
WhatsApp Business Number
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- Register and create a meta developer application using Facebook login – https://developers.facebook.com/
- Click Get Started and enter the details
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- Click Create App button
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- Select Other and click Next
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- Choose App type as Business and click Next
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- Enter the app Name and email and click create app
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- A Pop up box asks for a password and click Submit
- Click Setup in WhatsApp section
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- Go to App Settings → Basic
- Enter the privacy policy URL in the respective field.
- Choose the Category of the business and Click Save Changes
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Now Click Start Verification
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It will redirect you to another page. Click Start or ‘Continue’ if you had previously started the process
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Click ‘Get Started’ in the pop-up
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Select your country and then enter relevant business details and documents. Click Next.
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- Choose Email to receive your verification code. Click Next
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- Upload relevant documents asked by Meta to confirm authenticity of your business. Click Next until reaching the end
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Changing App Mode To Live:
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Change the App Mode from Development to Live.
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App Mode is changed to Live
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Click on the App Roles in the left panel of the Meta App page.
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Click Roles
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Click on the Business Manager Account created and linked with that.
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- Click on the All Tools tab from the left panel on the Business Setting page.
- Select Business Settings.
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- Select the System Users in the left panel
- Click Add button to Add new user other than system admin
- Click on Add to add and give admin access
- If you face an error in creating the System User,
Please follow this link:
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Add Assets for the user created
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- Select Apps
- Choose the app that we have created
- Turn On Manage app under Full control and Click Save Changes button
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Click Done
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Click on Generate new token
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Select the app for which we want to generate a token and click on generate token.
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Choose the token expiration as Never
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Check Business Management, Whatsapp business Messaging, Whatsapp business Management Check box under Available permissions
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Click Generate Token Button
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Permanent Access token is generated. Copy this access token for future use. This access token will be used in Custom metadata in Salesforce
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- Creating WebHook
- Developers.facebook.com-> Your App -> WhatsApp -> API Setup -> Configure Webhooks.
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Click the ‘Configure Webhooks’ hyperlink and then click ‘Edit’
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Enter the FB Verify token and Site URL, then click Verify and Save
Adding Business Number to Meta :
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Whatsapp → API Setup -> Add Phone Number
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Enter the details Like business name, website and select the country and Click Next
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Select the appropriate category for your business and click Next
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- Select country code and enter the phone number
- A verification code will be sent
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- Go to Whatsapp → API Setup
- Once the number is verified, it can be used to send messages
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Copy the Phone number Id & Whatsapp business Account Id which will be used in Custom metadata of Salesforce
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Next is adding the payment method
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Click Add Payment Method. It will redirect you to the below page
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You can click on a specific record to view/edit it.
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After generating the access token, click ‘Configuration’ under ‘WhatsApp.’ You will be redirected to the following page:
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Now Click ‘Manage’ and ensure that ‘messages, message_template_Quality_update’ are ticked, but do not untick any other option.
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Creating Templates in Meta :
- Click Quickstart under WhatsApp
- Click on Message Templates
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- Click Create Template button
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- Choose the category of the template and give name and select a language in which the template should be available. Click Continue
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- You need to enter the content of the template
- You can see the preview on the right side. Click submit
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- The template has been created. It needs to be verified by Meta. Once the template is verified status changes to Active.
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Guidelines for Message templates :
Template Record Creation in Salesforce :
- To Create WA Templates
- Search templates
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- Click New
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- Enter the template name which you created in Meta
- WA Number – WhatsApp number with country extension (Eg : 919876543210)
- Supported Objects – Choose the object type
Note :
- If the template contains any image in header, Give the image URL in Media URL field
- If the template is a dynamic template,
- Field API Names of field values to be sent as parameter should be given in Fields As Parameters field.
- Give the default values for the template in Default Values For Parameters field.
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