for WhatsApp
WhatsApp—Now Supercharged
by Agentforce
For Salesforce customers looking to implement a secure, intelligent, and scalable WhatsApp solution, Charket WhatsApp delivers the most comprehensive WhatsApp-to-Salesforce integration available on the market. As one of the flagship apps in the Charket.ai suite, Charket WhatsApp is fully Salesforce native—meaning it runs entirely inside your Salesforce org, stores all WhatsApp data in Salesforce, and leverages the full power of Salesforce CRM and Agentforce.
Designed for marketing, social selling, and customer service, Charket WhatsApp enables organizations to create end-to-end WhatsApp journeys that drive engagement, accelerate sales, and improve customer experiences.
Security & Compliance
Unlike external middleware-based WhatsApp tools, Charket WhatsApp is built natively on Salesforce. All data—messages, leads, templates, automations, and AI outputs—is stored only within Salesforce and protected by Salesforce’s authentication, role-based access control, encryption, and audit logging.
This architecture eliminates data silos and ensures a single source of truth across all customer touchpoints. For industries with strict compliance requirements, Charket WhatsApp provides peace of mind by inheriting Salesforce's compliance with GDPR, PIPL, CCPA, and other global regulations.
- Scan a WhatsApp QR code
- Click a WhatsApp link
- Message the WhatsApp business account
Each interaction instantly creates or updates records inside Salesforce, allowing marketing and sales teams to track attribution, nurture prospects, and measure ROI with precision.
- Human agents, working from Sales Cloud or Service Cloud
- Agentforce bots, delivering 24×7 automated support
Agentforce enhances every interaction by summarizing chats, translating chat messages, qualifying leads, and retrieving knowledge from Salesforce Knowledge Base Articles and Data Cloud. Because all messages are stored in Salesforce, teams always have a complete customer history to support accurate, personalized responses.
- Announce promotions
- Send event reminders
- Deliver updates or service notifications
- Re-engage inactive customers
Thanks to segmentation options Salesforce offers, Salesforce users can target customers precisely and monitor campaign performance through Salesforce dashboards and reports.
- Contact information
- Case submissions
- Applications and onboarding requests
- Sales orders
- Surveys and feedback
Submitted data flows directly into Salesforce records, supporting further workflows and automation.
- Create and customize WhatsApp template messages.
- Automate message delivery using Salesforce Flow actions.
- Enable WhatsApp-based two-factor authentication.
- Allow Salesforce users—through a Salesforce <> WhatsApp SSO—to use the CRM via natural-language chat.
These capabilities reduce operational friction and empower every team member to work faster with AI assistance.
Strategy with Charket WhatsApp
