Salesforce WhatsApp Integration

Capture consent explicitly and store it on the Salesforce record with a date, source and channel, so you can show who agreed to be contacted and when. Honour opt-outs quickly and reflect them in every list and automation. The rules depend on your jurisdiction and your own compliance policy, so agree them with your compliance team rather than assuming. We build consent fields and checks into the process using the data model, so the evidence is easy to report on.

Yes. Conversations can be logged to Salesforce as activities, messages or a custom object, so the history stays attached to the client. Regulated firms often need retention periods, supervision and the ability to retrieve conversations on request, so we plan storage and access up front. Whether this meets your obligations depends on your regulator and your policies, which your compliance team should confirm. Where a standard connector falls short, we can extend it with custom connectors and APIs to capture what you need.