Step 2: Setup Configuration

To configure the setup for your Salesforce app, including creating CSP Trusted Sites, setting the page layout, configuring page layout settings for campaigns, and managing permission sets, follow the steps below:

1. Create CSP Trusted Sites

The Lightning Component framework uses Content Security Policy (CSP) to impose restrictions on content.

1. To create CSP Trusted Sites in Salesforce, please follow these steps:

• Click on the gear icon located in the top-right corner and select "Setup" from the dropdown menu.
• In the search bar, type "My Domain" and select "My Domain" from the search results.
• Copy Current My Domain URL

• In the search bar, type "CSP" and select "Content Security Policy" from the search results.
• Click on "Trusted Sites" under the "Content Security Policy" section.
• On the Trusted Sites page, click on the "New Trusted Site" button.
• Fill in the required information for the CSP Trusted Site:
  • Trusted Site Name: Provide a descriptive name for the trusted site.
  • Trusted Site URL: Enter the URL copied in the above step .
  • Active: Check the box to activate the CSP Trusted Site.
• Select all the directives under CSP Directives
• Optionally, you can specify additional settings such as CSP Trusted Site Type or enforce specific Content Security Policies.
• Click on the "Save" button to create the CSP Trusted Site.

2. Similarly create a second new CSP Trusted Site in Salesforce
   1. Fill in the required information for the CSP Trusted Site:
      1. Trusted Site Name: Provide a descriptive name for the trusted site.
      2. Trusted Site URL: https://wsv2-iebhnubbya-el.a.run.app
      3. Active: Check the box to activate the CSP Trusted Site.
   2. Select all the directives under CSP Directives
   3. Optionally, you can specify additional settings such as CSP Trusted Site Type or enforce specific Content Security Policies.
   4. Click on the "Save" button to create the CSP Trusted Site.

2. Setting the Page Layout

To set the page layout in Salesforce, follow these steps:

for all the objects (Lead, Contact, Account, Opportunity, Campaign, Case)

2.1 Adding WhatsApp history Component to the Object Record Page

To add the WhatsApp history component to the record page of the "Lead" object in Salesforce, follow these steps:

• Go to the Salesforce setup by clicking on the gear icon located in the top-right corner and selecting "Setup" from the dropdown menu.
• In the setup menu, search for "Object Manager" and click on it.
• Select the "Lead" object from the list of objects.
• Under the "Lead" object, click on "Lightning Record Pages".
• Locate the Gupshup Lead Record Page and click on it to open the page editor.
• In the page editor, find the section or location where you want to add the WhatsApp history component.

• Click on View Button to access the detailed view of the record.

• After opening the Gupshup App in Salesforce, locate the "Activation" option.
• Click on the "Activation" option to proceed.

• Look for the "Assign to Apps, Record types, and Profiles" section.
• Click on the "Assign to Apps, Record types, and Profiles" option to continue.

• In the "Assign to Apps, Record types, and Profiles" page, locate the Gupshup App from the available options.
• Select the Gupshup App by clicking on it.

• Once you have selected the Gupshup App, click on the "Next" button to proceed.

• In the "Select Form factor" page, choose the "Desktop" option from the available choices.

• Select "Desktop" by clicking on it.

• After selecting "Desktop", click on the "Next" button to proceed.

• On the "Profiles" page, select the desired profiles that should have access to the Gupshup App.

• Choose the profiles by checking the corresponding checkboxes.

• Once you have selected the desired profiles, click on the "Save" button to save the changes.

2.2 Adding “Send WhatsApp Message” Button on detail page

To add the "Send WhatsApp Message" button on the detail page of the "Lead" object in Salesforce, follow these steps:

Let us take an example of a “Lead” and the same can be done for “Contact”, “Account” and “Opportunity” Objects.

• Go to the Salesforce setup by clicking on the gear icon located in the top-right corner and selecting "Setup" from the dropdown menu.
• In the setup menu, search for "Object Manager" and click on it.
• Select the "Lead" object from the list of objects.
• Under the "Lead" object, click on "Page Layouts".
• Click on "Page Layout Assignment" at the top-right corner of the page.
• Locate the desired page layout assignment and click on it to open the page layout editor for that assignment.

• In the "Page Layout Assignment" section, click on the "Edit Assignment" button.
• Locate the system admin user from the list of available users.
• In the "Layout Name" column for the system admin user, select "Gupshup Lead Layout" from the dropdown menu.

• Once you have selected "Gupshup Lead Layout" for the system admin user, click on the "Save" button to save the assignment.

3. Page Layout Setting for Campaign

To set the page layout for the Campaign object and add the "Send WhatsApp Message" button, follow these steps:

• Go to the Salesforce setup by clicking on the gear icon located in the top-right corner and selecting "Setup" from the dropdown menu.
• In the setup menu, search for "Object Manager" and click on it.
• Select the "Campaign" object from the list of objects.
• Under the "Campaign" object, click on "Page Layouts".
• Look for the page layout you want to edit and click on it to open the page layout editor.
• In the page layout editor, navigate to the "Mobile and Lightning Actions" section.
• Locate the "Send WhatsApp Message" button in the palette on the left-hand side.
• Drag and drop the "Send WhatsApp Message" button onto the desired location within the page layout.
• Arrange the button as needed by adjusting its position within the layout.
• Save the changes to the page layout.

4. Permission Sets

This Permission Set must be assigned to the Gupshup User or SFDC user who is responsible for managing the WhatsApp Channel Configurations. The User who is assigned with this permission set, will be able to create, edit and delete the WhatsApp Channel Configurations. Gupshup recommends using Permission Set assignment very judiciously as it provides control over key application configuration.

By following these steps, you can assign the "WA_Channel_Permission_Set" permission set to the specified user in Salesforce. This permission set grants access to create, edit, and delete the WhatsApp channel configurations. It is recommended to assign this permission set judiciously, as it provides control over important application configurations related to the WhatsApp channel.

To assign the "WA_Channel_Permission_Set" permission set to a specific user in Salesforce for managing the WhatsApp channel configurations, follow these steps:

Steps to Assign Permission Set:

1. Go to the Salesforce setup by clicking on the gear icon located in the top-right corner and selecting "Setup" from the dropdown menu.
2. In the setup menu, search for "Users" and click on it to access the user settings.
3. Search for and select the specific user to whom you want to assign the permission set.
4. Hover over the "Permission Set Assignment" related list on the user detail page and click on "Edit Assignment".
5. In the "Permission Set Assignment" editor, click on the "Add Permission Set" button.
6. Select the "WA_Channel_Permission_Set" from the list of available permission sets.
7. Click on the "Save" button to assign the permission set to the user.

Video:

In this video, we explore the powerful integration provided by Gupshup, which seamlessly connects Salesforce CRM with WhatsApp for efficient messaging and campaign management. Learn how to streamline your communication processes and drive engagement effectively using this integration.

Gupshup Integration: Streamlining Salesforce CRM with WhatsApp for Seamless Messaging and Campaign Management