WhatsApp bulk messaging from Salesforce lets you run campaigns (promos, reminders, updates) from lists and segments in your CRM while keeping consent and opt-outs in one place. This guide covers setup and best practices.
Requirements
You need the WhatsApp Business API (via Twilio or Meta) and a Salesforce-native app that supports template-based and compliant messaging. Ensure contacts have opted in; store consent and preferences on the Contact or Lead record so you can filter who receives bulk messages.
Setup in Salesforce
Segment your audience using Reports, List Views, or Campaign members. Use approved WhatsApp message templates for proactive bulk sends; avoid free-form marketing messages outside of the 24-hour window. Sync opt-outs back to Salesforce so future campaigns exclude them automatically.
Cost and BYOK
With BYOK (Bring Your Own Key), you pay Twilio or Meta at wholesale rates for each conversation/message—no per-message markup from the app. ConnectVogue supports BYOK and keeps all campaign data and keys inside your Salesforce org, so bulk campaigns scale without extra vendor markups.