Test your enhanced WhatsApp channel to ensure that it’s working the way you expect.
Using a sandbox is optional, but a good idea.
Required Editions
| View supported editions. |
This article applies to:
|
Enhanced WhatsApp channels |
This article doesn’t apply to:
|
Enhanced In-App Chat, Enhanced Web Chat v1, Enhanced Web Chat v2, Enhanced
Facebook Messenger, Standard and Enhanced SMS, Enhanced Apple Messages for Business,
Enhanced LINE, and Bring Your Own Channel |
| User Permissions
Needed |
| To send and receive messages in Messaging: |
View Setup and Configuration |
| To end Messaging sessions: |
End Messaging Session |
We highly recommend designating
separate numbers for sandbox and production. Using separate numbers makes your channel
rollout easier and gives you more freedom to experiment in your sandbox in the
future.
| Action |
Instructions |
| (Optional) Set up Messaging in your sandbox. |
- Complete the steps in Get Started with Messaging.
- Create your WhatsApp channel. When you create it, enter the number you
designated for sandbox testing.
|
| Test your channel in sandbox or production. |
- Log into Salesforce as a service rep.
- From the app launcher, open the app that contains Messaging. This is usually
the Service Console.
- In the Omni-Channel utility or sidebar, change your Omni-Channel presence
status so that you’re online and available to receive messages.
- From a separate WhatsApp account, send a message to the number associated with
your channel.
- Look for the incoming message in Omni-Channel. Click the check mark icon to
accept the message and open the chat window.
- Exchange messages in the channel. Experiment with sending images, files, and
messaging components and test the auto-responses that you’ve configured.
- When you’re done, click End Chat.
|
| (Optional) Switch from sandbox to production. |
To move an enhanced WhatsApp channel between orgs, see Moving Messaging Data Between Sandbox and Production. |
