Salesforce-native CTI · WhatsApp voice

WhatsApp voice calling, native to Salesforce.

Outbound and inbound WhatsApp voice run through the same one calling layer as your PSTN calls, routed by your Salesforce data, and written to the record as Call__c the moment the call ends. One system of record for both channels. No second WhatsApp app to reconcile, no separate log to chase.

Outbound and inbound · Call__c on the record · same layer as the dialer

The WorkDial dialer panel on a Salesforce record with a WA Call button for placing a WhatsApp voice call
whatsapp voice · salesforce
Common question

What is WhatsApp calling for Salesforce?

WorkDial is a Salesforce-native CTI platform that extends WhatsApp voice to both outbound and inbound calls inside Salesforce. Each call is written to the record as Call__c through the same one calling layer as your PSTN calls. No second WhatsApp app, no separate log: a WhatsApp call behaves like any other call in your reports, Flows, and security model. Salesforce's own WhatsApp voice support is inbound-only. WorkDial adds outbound.

01Calling, not messaging

Most "WhatsApp in Salesforce" means text. This is voice.

WorkDial handles WhatsApp voice calls inside Salesforce. WhatsApp text messaging is handled by ValueText, the Salesforce-native messaging platform from the same team. WorkDial is the voice layer; ValueText is the messaging layer. You can run either alone, or both together as the complete communication stack inside Salesforce. For how a WhatsApp call lands as a record, see WhatsApp Business Calling in Salesforce.

ValueText

Built by the team behind ValueText, the Salesforce-native messaging platform, rated 4.97 stars across 100+ AppExchange reviews.

02The cost of WhatsApp around Salesforce

What breaks when WhatsApp calls live outside Salesforce?

01

Call data outside Salesforce. The conversation lives in a separate WhatsApp app, not on the record. Your reports and the next rep never see it.

02

Reps switch systems. One more place to check, one more login to manage. Context slips between the WhatsApp app and the record.

03

No routing by Salesforce data. Inbound cannot route by owner, case status, or region. Calls land with whoever picks up, not the right person.

04

Automation cannot fire. Flow never sees a call that did not become a native record, so the follow-ups you built never trigger.

03What it does

WhatsApp voice, logged like any call.

Place and receive WhatsApp calls from the record, routed by your Salesforce data and written to Call__c the moment the call ends. One layer, two channels.

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step 01 · outbound
Placing an outbound WhatsApp voice call from a Salesforce record using the WA Call button
outbound · whatsapp voice

Outbound WhatsApp calls. Place a WhatsApp voice call from a record. It logs as Call__c with the recording as Recording__c.

step 02 · inbound routing
WorkDial call routing settings in Salesforce, routing inbound calls by owner, case status, or region
inbound · routed by data

Inbound routing by Salesforce data. Route inbound WhatsApp calls using account owner, case status, region, or a custom field.

step 03 · automatic logging
A WhatsApp call written automatically as a Call__c record in Salesforce, with the recording attached
Call__c · automatic

Automatic logging to the record. Every WhatsApp call is written to the record automatically, with no separate WhatsApp log to reconcile.

step 04 · flow on call events
A Salesforce Flow triggering on a Call__c event to fire a follow-up after a WhatsApp call
flow · on call event

Flow on call events. Salesforce Flow triggers directly on a WhatsApp call event, the same as any other native call.

What you can report on

WhatsApp calls show up in the same Salesforce reports.

Because each WhatsApp call is a native record, it reaches your call dashboards alongside every PSTN call, with no separate log.

A WorkDial dashboard inside Salesforce showing call volume and answer rate across voice and WhatsApp calls
workdial dashboard · salesforce

04Inside, not around

Why "inside Salesforce" is the whole point.

A WhatsApp call written to the record is one system of record. A WhatsApp call handled in a separate app is a copy you chase.

one layer · two channels

One calling layer, two channels

PSTN calls and WhatsApp voice calls both write to the same Salesforce objects through the same calling layer. Your reports, your Flows, and your security model treat them identically, because every call is a Call__c record. WorkDial handles outbound WhatsApp voice calls, which Salesforce's own solution does not. To activate WhatsApp, you enable the WhatsApp channel through your approved WhatsApp Business account. This is the inside-Salesforce versus integrated distinction applied to a second channel.

05What it means for the business

One channel more, no system more.

One source of truth

WhatsApp calls are the same Call__c records as your phone calls. One place to report on, no separate WhatsApp log to reconcile.

Less manual logging

Reps work one calling layer, not two apps. Every WhatsApp call logs itself on the record, with no second login to manage.

Reports and Flows, same as any call

WhatsApp calls report alongside your other calls and trigger Salesforce Flow directly. No connector to maintain. WorkDial keeps no external copy of your customer data: see where call data belongs.

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06Who uses it

For teams whose customers are on WhatsApp.

support

Support inside Salesforce

Take inbound WhatsApp calls on the case, route by status, and keep the recording and analysis on the record.

Call__c
sales

Sales in WhatsApp-first markets

Reach buyers on the channel they answer, with every call logged to the opportunity for forecasting.

one layer
contact centers

Blended teams

Handle PSTN and WhatsApp voice through one layer, with one set of reports and one security model.

one model

Questions

WhatsApp calling, answered

What is WhatsApp calling for Salesforce?
WhatsApp calling for Salesforce lets reps place and receive WhatsApp voice calls from inside Salesforce, with each call logged on the record. WorkDial writes the call to Salesforce as a native Call__c, so a WhatsApp call is treated like any other call in your reports and automation.
Is this WhatsApp calling or WhatsApp messaging?
Calling. WorkDial handles WhatsApp voice calls. WhatsApp text messaging is handled by ValueText, the Salesforce-native messaging platform from the same team. WorkDial is the voice layer; ValueText is the messaging layer.
What is the difference between WorkDial and ValueText for WhatsApp?
WorkDial places and logs WhatsApp voice calls inside Salesforce. ValueText handles WhatsApp and SMS messaging inside Salesforce. They are separate products from the same team, and together they form the complete Salesforce-native communication stack.
How are WhatsApp calls logged in Salesforce?
Automatically and natively. When a WhatsApp call ends, it is written as Call__c on the record it relates to, with the recording as Recording__c. There is no separate WhatsApp log to check and no sync to reconcile.
Can Salesforce Flow trigger on WhatsApp call events?
Yes. Because the WhatsApp call is a native Salesforce record, Flow can trigger on it directly: create a follow-up task, update a field, or route the contact, the same way it would for any other call event.
Do WhatsApp calls get AI call analysis too?
Yes. AI call analysis applies to WhatsApp voice calls because they are captured as native Call__c records first. Transcripts, sentiment, and summaries write to the record the same way they do for any call. See AI call analysis for detail.
Does WhatsApp calling support inbound and outbound?
Yes. WorkDial handles inbound and outbound WhatsApp voice calls, with routing that can use live Salesforce data such as account owner, case status, or region to direct the call.
What do I need to use WhatsApp calling?
An approved WhatsApp Business account and WorkDial installed in your Salesforce org. You enable the WhatsApp channel through your WhatsApp Business account setup; Meta processes WhatsApp delivery as a sub-processor. Once enabled, WhatsApp voice runs through the same calling layer as the dialer, so there is no separate app for reps to learn.

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Take WhatsApp calls inside Salesforce.

4.97★ across 100+ AppExchange reviews · from the team behind ValueText, the Salesforce-native messaging platform