Salesforce Flows automate your business processes and make your team more efficient. With Flows, you can automate certain tasks (actions) based on triggers you define. Rasayel adds its own definition for a couple of actions to allow you to automatically send WhatsApp templates as part of your Salesforce Flows.

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Supported actions:

  • Send a WhatsApp template message
  • Send a proactive WhatsApp bot flow

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Start using WhatsApp template messages in Salesforce Flows

To start using the WhatsApp messages in your flows, head to your “Flows” page and:
  1. Go to New Flow > choose Record-Triggered Flow > click Create. Record Triggered Flow Pn
  2. Select a supported object (e.g. Lead).
  3. Click the + to add an element > choose Action.
  4. From the Rasayel category, select Send a WhatsApp Template. Record Triggered Flow 2 Pn
  5. Add a label and fill in the required parameters:
    • Channel: Enter the exact name of your Rasayel channel (find it here).
    • Phone number: Use the recipient’s number or map it from the object (e.g. Lead phone).
    • Template: Enter the name of your WhatsApp template (find it here).
  6. Click Save, label your flow, and you’re done.
This way, whenever an object is created/updated/deleted, the action will execute properly and send a WhatsApp template. There are many possibilities you can build using Rasayel’s Salesforce Flow Actions, we have only shown you one possibility as an example.