Before installing the WhatsApp Business package
Creating Meta Developer App & Register
WhatsApp Business Number
![WhatsApp - SignupForm - 01](https://www.innovalleyworks.com/wp-content/uploads/2023/04/WhatsApp-SignupForm-01-scaled.jpg)
- Register and create a meta developer application using Facebook login – https://developers.facebook.com/
- Click Get Started and enter the details
![1](https://www.innovalleyworks.com/wp-content/uploads/2023/08/1-1024x575.jpg)
![2](https://www.innovalleyworks.com/wp-content/uploads/2023/08/2-1024x384.jpg)
![3](https://www.innovalleyworks.com/wp-content/uploads/2023/08/3-1024x384.jpg)
- Click Create App button
![4](https://www.innovalleyworks.com/wp-content/uploads/2023/08/4-1024x575.jpg)
- Select Other and click Next
![5](https://www.innovalleyworks.com/wp-content/uploads/2023/08/5-1024x384.jpg)
- Choose App type as Business and click Next
![6](https://www.innovalleyworks.com/wp-content/uploads/2023/08/6-1024x575.jpg)
- Enter the app Name and email and click create app
![7](https://www.innovalleyworks.com/wp-content/uploads/2023/08/7-1024x575.jpg)
- A Pop up box asks for a password and click Submit
- Click Setup in WhatsApp section
![8](https://www.innovalleyworks.com/wp-content/uploads/2023/08/8-1024x575.jpg)
- Go to App Settings → Basic
- Enter the privacy policy URL in the respective field.
- Choose the Category of the business and Click Save Changes
![meta-image-02](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-02-1024x575.jpg)
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Now Click Start Verification
![meta-image-03](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-03-1024x575.jpg)
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It will redirect you to another page. Click Start or ‘Continue’ if you had previously started the process
![meta-image-04](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-04-1024x575.jpg)
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Click ‘Get Started’ in the pop-up
![meta-image-05](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-05-1024x575.jpg)
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Select your country and then enter relevant business details and documents. Click Next.
![meta-image-06](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-06-1024x575.jpg)
- Choose Email to receive your verification code. Click Next
![meta-image-07](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-07-1024x575.jpg)
- Upload relevant documents asked by Meta to confirm authenticity of your business. Click Next until reaching the end
![meta-products compressed](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-products-compressed-1024x575.jpg)
Changing App Mode To Live:
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Change the App Mode from Development to Live.
![meta-image-08](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-08-1024x575.jpg)
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App Mode is changed to Live
![meta-image-09](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-09-1024x276.jpg)
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Click on the App Roles in the left panel of the Meta App page.
![meta-image-10](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-10-1024x575.jpg)
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Click Roles
![meta-image-11](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-11-1024x575.jpg)
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Click on the Business Manager Account created and linked with that.
![meta-image-12](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-12-1024x575.jpg)
- Click on the All Tools tab from the left panel on the Business Setting page.
- Select Business Settings.
![meta-image-13](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-13-1024x575.jpg)
- 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
![meta-image-14](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-14-1024x575.jpg)
- Select Apps
- Choose the app that we have created
- Turn On Manage app under Full control and Click Save Changes button
![meta-image-15](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-15-1024x575.jpg)
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Click Done
![meta-image-16](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-16-1024x575.jpg)
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Click on Generate new token
![meta-image-17](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-17-1024x575.jpg)
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Select the app for which we want to generate a token and click on generate token.
![meta-image-18](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-18-1024x575.jpg)
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Choose the token expiration as Never
![meta-image-19](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-19-1024x575.jpg)
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Check Business Management, Whatsapp business Messaging, Whatsapp business Management Check box under Available permissions
![meta-image-20](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-20-1024x575.jpg)
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Click Generate Token Button
![meta-image-21](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-21-1024x575.jpg)
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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
![meta-image-22](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-22-1024x575.jpg)
- Creating WebHook
- Developers.facebook.com-> Your App -> WhatsApp -> API Setup -> Configure Webhooks.
![meta-image-23](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-23-1024x575.jpg)
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Click the ‘Configure Webhooks’ hyperlink and then click ‘Edit’
![meta-image-24](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-24-1024x575.jpg)
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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
![meta-image-25](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-25-1024x575.jpg)
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Enter the details Like business name, website and select the country and Click Next
![meta-image-26](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-26-1024x575.jpg)
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Select the appropriate category for your business and click Next
![meta-image-27](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-27-1024x575.jpg)
- Select country code and enter the phone number
- A verification code will be sent
![meta-image-28](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-28-1024x575.jpg)
- Go to Whatsapp → API Setup
- Once the number is verified, it can be used to send messages
![meta-image-29](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-29-1024x575.jpg)
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Copy the Phone number Id & Whatsapp business Account Id which will be used in Custom metadata of Salesforce
![meta-image-30](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-30-1024x575.jpg)
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Next is adding the payment method
![meta-image-31](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-31-1024x575.jpg)
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Click Add Payment Method. It will redirect you to the below page
![meta-image-32](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-32-1024x384.jpg)
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You can click on a specific record to view/edit it.
![meta-image-33](https://www.innovalleyworks.com/wp-content/uploads/2024/03/meta-image-33-1024x575.jpg)
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After generating the access token, click ‘Configuration’ under ‘WhatsApp.’ You will be redirected to the following page:
![42](https://www.innovalleyworks.com/wp-content/uploads/2024/05/42-1024x575.jpg)
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Now Click ‘Manage’ and ensure that ‘messages, message_template_Quality_update’ are ticked, but do not untick any other option.
![43](https://www.innovalleyworks.com/wp-content/uploads/2024/05/43-1024x575.jpg)
Creating Templates in Meta :
- Click Quickstart under WhatsApp
- Click on Message Templates
![34](https://www.innovalleyworks.com/wp-content/uploads/2023/08/34-1024x575.jpg)
- Click Create Template button
![35](https://www.innovalleyworks.com/wp-content/uploads/2023/08/35-1024x575.jpg)
- Choose the category of the template and give name and select a language in which the template should be available. Click Continue
![36](https://www.innovalleyworks.com/wp-content/uploads/2023/08/36-1024x575.jpg)
- You need to enter the content of the template
- You can see the preview on the right side. Click submit
![37](https://www.innovalleyworks.com/wp-content/uploads/2023/08/37-1024x575.jpg)
- The template has been created. It needs to be verified by Meta. Once the template is verified status changes to Active.
![38](https://www.innovalleyworks.com/wp-content/uploads/2023/08/38-1024x575.jpg)
Guidelines for Message templates :
Template Record Creation in Salesforce :
- To Create WA Templates
- Search templates
![39](https://www.innovalleyworks.com/wp-content/uploads/2023/08/39-1024x575.jpg)
- Click New
![40](https://www.innovalleyworks.com/wp-content/uploads/2023/08/40-1024x575.jpg)
- 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.
![41](https://www.innovalleyworks.com/wp-content/uploads/2023/08/41-1024x575.jpg)