Salesforce Marketing Cloud WhatsApp Integration with Message Blink

The Salesforce Marketing Cloud WhatsApp integration has transformed how businesses connect with customers through real-time, personalized engagement. When enhanced by Message Blink, this integration empowers marketers and CRM managers to automate WhatsApp campaigns, boost engagement, and deliver measurable marketing performance – all inside Salesforce.

The Role of Message Blink in WhatsApp Integration

Message Blink built by Ex- Salesforce ISV PAM acts as the bridge between WhatsApp Business API and Salesforce Marketing Cloud. They are Meta Tech Providers. It simplifies technical setup, automates two-way conversations, and gives marketing teams granular control over how WhatsApp fits into Salesforce campaigns.

Here’s what makes Message Blink helps Salesforce marketers:

• 100% Native to Salesforce: Message Blink integrates directly with Campaigns, Journey Builder, and Contact Builder. You can send personalized WhatsApp messages as part of automated journeys without leaving Salesforce.
• Two-Way Messaging: Respond to customer messages, confirm orders, and manage marketing responses in real time. 
• Template and Session Messaging: Send pre-approved notifications like payment receipts, reminders, or cart recovery prompts (template messages), and continue customer-initiated sessions (session messages) directly from Marketing Cloud.​
• Unified Data Sync: Message Blink automatically syncs opt-in data, contact records, and engagement metrics into Salesforce – ensuring compliance and accuracy across your campaigns.

Prerequisites for Integration

Before you begin, ensure you have the following ready:

• Salesforce Marketing Cloud Account (Enterprise, Unlimited, or Developer Edition).
• Admin Access to install apps and configure integrations.
• Verified WhatsApp Business Account (WABA) approved through Meta Business Manager.
• Message Blink license or trial access from Salesforce AppExchange.
• WhatsApp Business API credentials from your BSP (e.g., Twilio, Vonage, or Telnyx).

Step 1: Install Message Blink from AppExchange

1. Log in to your Salesforce org as an Admin.
2. Visit AppExchange and search for Message Blink.
3. Select Get It Now → Choose your environment (Production/Sandbox).
4. Grant permissions for Contacts, Leads, and Cases.
5. Confirm that Message Blink appears under the App Launcher (9-dot menu).

This installation adds the Message Blink Console, Live Inbox, and WhatsApp message components to Marketing Cloud.

Step 2: Activate Your Message Blink Trial or License

1. Open Message Blink from the App Launcher.
2. Start your 30-day free trial (includes 100 test credits).
3. Register your business details for WhatsApp Business account onboarding.
4. Assign or verify your WhatsApp Business phone number through Meta.
5. Message Blink team will guide you through WABA onboarding, ensuring compliance with Meta’s guidelines.

Step 3: Configure WhatsApp Business API in Salesforce

1. Log into the Message Blink Admin Console.
2. Under Channel Settings → WhatsApp, enter your WhatsApp Business API credentials.
3. Message Blink automatically configures a Webhook to receive incoming WhatsApp messages.
4. Copy and verify the webhook URL within your WhatsApp Business API → Settings in Meta.
5. Send a test message to confirm that communication between Salesforce and WhatsApp works correctly.

Step 4: Create and Approve WhatsApp Message Templates

1. In Message Blink → Templates, create transactional or promotional message drafts.
   • Example: “Order confirmed!” or “Appointment Reminder.”
2. Add dynamic merge fields (e.g., First Name, Order ID).
3. Submit templates for Meta approval — required for outbound messaging.
4. After approval, you can send templates.

Step 5: Automate WhatsApp Messaging via Flows and Triggers

• Use Salesforce Flow or Process Builder to trigger WhatsApp messages when:
  • A Lead is created.
  • Case status changes.
  • Opportunity reaches “Closed Won.”
• Configure the action “Send WhatsApp Message” from Message Blink’s toolbox.
• Enable bulk or one-to-one messaging via reports, campaign lists, or automation rules.​

Step 6 : Analyze and Optimize

1. In Message Blink Analytics, monitor:
   • Message Sent, Delivered, and Read rates.
   • Campaign performance per Journey.
   • User engagement and click-through rates.