Set up ValueText inside Salesforce.

Install the package, configure your country, select your channel, enable OAuth, and add the Mini Chat Console to your record pages. Everything happens inside Salesforce, nothing external.

1. 01
   Step 01 · Install

   Install the ValueText package

   Install the managed package for your Salesforce org. Choose the correct installation option and wait for the confirmation email from Salesforce.

   Installation usually takes 5 to 10 minutes.

   Install in production↗Install in sandbox↗

   

2. 02
   Step 02 · Open

   Open ValueText Setup

   Open the App Launcher, search for ValueText, and open ValueText Setup from the list.

   

3. 03
   Step 03 · Country

   Select your sending country

   Choose whether you want to send messages from a single country or enable multi-country messaging.

   You can update this setting at any time.

   

4. 04
   Step 04 · Account

   Create your ValueText account

   Enter your name, email, and country to register. You will receive an OTP by email, then set your password.

   Your password must include an uppercase letter, a lowercase letter, a number, a special character, and be at least eight characters.

   

5. 05
   Step 05 · Channel

   Choose your default channel

   Select SMS, WhatsApp, or both. This defines your default messaging behavior inside Salesforce.

   

6. 06
   Step 06 · OAuth

   Enable OAuth

   Click Enable OAuth, log in when prompted, and allow access so ValueText can receive inbound messages securely inside Salesforce.

   

7. 07
   Step 07 · Console

   Add the Mini Chat Console

   Open any record, click the gear icon, select Edit Page, search for Chat Window WhatsApp and SMS, and drag it into the layout.

   You can add the console to Leads, Contacts, Accounts, Opportunities, and custom objects.