REDA Connect
WhatsApp, SMS, Facebook Messenger and Instagram conversations in Salesforce, including custom objects through Connect Account Config. One agent workspace with channel-specific messaging, templates and consent handling.
Popular topics
Meta channel setup
Set up WhatsApp, Facebook Messenger and Instagram with detailed Meta and Salesforce instructions, screenshots, tokens, layouts and troubleshooting.
Set up SMS
Connect a Twilio number for two-way SMS.
Connect your objects
Map phone numbers or social identities on Lead, Contact and custom objects.
Message from a record
Send and receive from any Salesforce record in the Connect Feed.
Build a template
Reusable messages with merge fields — tested before they go live.
Handle opt-outs
Keep messaging compliant with opt-in and opt-out keywords.
Browse by category
Meta channel setup
7 articles
Getting Started
7 articles
Connect Accounts
5 articles
WhatsApp Setup
9 articles
SMS Setup
6 articles
Object Configuration
7 articles
Messaging
12 articles
Message Templates
4 articles
Chat Scripts
6 articles
Bulk Messaging
3 articles
Consent & Opt-out
4 articles
Monitoring & Troubleshooting
7 articles
Administration
8 articles