April 2020 (v3.1)

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We are now officially a Salesforce AppExchange partner (hurray).
As a part of this, we changed the look & feel of our Agent Panel to match the white Salesforce Lightning style – you will feel right at home.

Although we’re now on the AppExchange store, our App is still in a beta mode and we’re releasing it slowly over the next few weeks. If you wish to be the first to try the beta version please sign up here.

Here is what’s new in the 3.1 version (all new features require the App installation):

Dynamic Message Templates

Most of us find ourselves sending customers the same messages over and over again, with minor changes every time (name, email, address etc). Now you can use the new template editor to create these message templates in Salesforce and include dynamic tokens (Hi {person.firstName}). Once published, these templates will instantly be available for you to use in your WhatsApp chats. We support person lead/contact, account and user dynamic tokens and you can even set templates to be private or public for other Whatslly users to see and use.

Chat Now in Salesforce mobile app

Are you using Salesforce from your mobile while on the go? With our new Chat Now quick action, you can start a WhatsApp chat with any lead or contact. Simply click the Whatslly icon and all the contact’s phone numbers will show up on the screen. Just choose a contact and the WhatsApp mobile app will open automatically with their phone number.

User management (with SF custom permissions)

Team managers can now control who is allowed to access Whatslly. A new custom permission ‘Access Whatslly’ can be assigned or unassigned to specific profiles or individual users.

Whatslly footprint for new records

To make it easier for you to measure the Whatslly usage in the company, we’ve added new ‘Created by Whatslly’ checkboxes to all the objects we integrate with (lead,contact, account, task and case). Whenever a new record is created using Whatslly the designated checkbox will be checked. You can use this field to build dashboards and reports and that will help you see how Whatslly simplifies and streamlines your team’s work.


Your extension should be upgraded automatically, but if you see in the Whatslly panel a note that asks you to upgrade you can follow these instructions to do it.

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