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REDA Connect | WhatsApp, SMS, Messenger & Instagram for Salesforce

Turn conversations into business action.

Overview

Bring WhatsApp, SMS, Messenger and Instagram into one Salesforce workspace. Simplify follow-up with reusable templates and Flow automation. Connect your own accounts with no REDA message markup. Add optional REDA AI to respond and update records.

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See How REDA Connect | WhatsApp, SMS, Messenger & Instagram for Salesforce Works

  • One workspace, four channels: see WhatsApp, SMS, Facebook Messenger and Instagram conversations together in Connect Feed.

  • Easier follow-up: latest activity rises to the top; response counts show messages awaiting a reply; respond with record context at hand.

  • Less repetitive work: reuse personalized templates, sync approved WhatsApp templates from Meta and automate messages with Salesforce Flow.

  • Your accounts and costs: direct Meta and Twilio connections, separate provider billing and no REDA markup per message.

  • Your business structure: Leads, Contacts and custom objects through configuration, with multiple accounts for departments, brands or portfolios.

  • Optional REDA AI: an intelligent agentic workforce uses configured procedures, context and permissions to respond and update Salesforce records.

  • Guided setup: illustrated Meta and Salesforce guides cover connections, permissions, record mappings, testing and troubleshooting.

Bring WhatsApp, SMS, Facebook Messenger and Instagram into Salesforce. Keep conversations connected to your records, teams and business processes. Work from one Connect Feed. Latest activity rises to the top, response counts identify messages needing attention, and your team can review the conversation and reply in place. Reuse personalized templates, sync approved WhatsApp templates from Meta and automate messages with Salesforce Flow. Connect Leads, Contacts and custom objects through configuration, with multiple accounts for departments, brands or portfolios. Use your own Meta business accounts and Twilio SMS account. Provider charges remain separate from your REDA Connect subscription, with no REDA markup per message. Add separately licensed REDA AI: an intelligent agentic workforce uses your procedures, Salesforce context and permissions to respond, continue conversations and update records. Illustrated setup guides cover connections, permissions, record mappings and testing. Provider charges and channel sending rules apply; synced WhatsApp templates need mapping, testing and activation.

Categories

Business Needs
Sales
Customer Service
Marketing Automation
Industries
Horizontal Product
Personas
Business User
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Supported Languages
Dutch
English
Finnish
French
German
Portuguese
Spanish

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