Configuring WhatsApp Business Messaging in Vault CRM
In this topic you can find information on all the configuration steps you need to use WhatsApp Business Messaging in Vault CRM.
Configuring WhatsApp Business Messaging for
 Business Admin Users
Business Admin Users
                                                    To configure this feature:
- Ensure Configuring Consent Capture is complete.
- Navigate to Admin > Users & Groups > Permissions Sets.
- Select the appropriate permission set.
- Select the Admin tab.
- Grant Manage User Object permission in the Users table of the Security section.
- Select the Objects tab.
- Grant the following permissions:
                        Object Object Permission Object Types Fields Field Permission account__v RE All appropriate object types - language__v
- vcountry__v
- whatsapp__v
 Read consent_header__v CRE consent_header_default__v - consent_header_help_text__v
- consent_header_status__v
- country__v
- created_by__v
- inactive_datetime__v
- language__v
- modified_date__v
- name__v
- object_type__v
- ownerid__v
- status__v
 Edit consent_type__v CRE messaging__v - channel_label__v
- channel_source__v
- consent_custom_duration__v
- consent_expires_in__v
- consent_header__v
- created_by__v
- created_date__v
- default_consent_type__v
- disclaimer_text_file__v
- display_order__v
- legacy_consent_channel__v
- modified_by__v
- modified_date__v
- name__v
- product_preference__v
- subscribe_keyword__v
- unsubscribe_keyword__v
- zvod_consent_default_consent_text_file__v
 Edit country__v R n/a - code__sys
- country_cda__v
- created_by__v
- created_date__v
- external_id__v
- modified_by__v
- modified_date__v
- name__v
- status__v
 Read engage_link_settings__v CRE n/a - allow_sending_of_custom_presentation__v
- application_profile__v
- created_by__v
- created_date__v
- engage_link_account_selection__v
- engage_link_apps__v
- modified_by__v
- modified_date__v
- name__v
- security_profile__v
- setupownerid__v
- status__v
 Edit message_activity__v R - message_activity__v
- vault_activity__v
- veeva_content_player_activity__v
 - activity__v
- activity_date__v
- client_device__v
- client_name__v
- client_os__v
- client_type__v
- clm_presentation__v
- created_by__v
- created_date__v
- detail_group__v
- device_type__v
- downloaded_rendition__v
- duration__v
- ip_address__v
- key_message__v
- legacy_crm_id__v
- modified_by__v
- modified_date__v
- media_type__v
- name__v
- object_type__v
- page_number__v
- product__v
- reference_document__v
- sent_message__v
- session_id__v
- slide_number__v
- slide_version__v
- status__v
- user_agent__v
- vault_document_id__v
- vault_document_major_version__v
- vault_document_minor_version__v
- vault_doc_name__v
- vault_document_number__v
- vault_document_title__v
- vault_domain__v
- video_last_viewed_time__v
- video_length__v
- video_start_time__v
- video_total_time_spent__v
- view_order__v
 Read message_template__v CRE - manual_assign_content_template__v
- text_only_template__v
- universal_content_template__v
- whatsapp_message_template__v
 - category__v
- detail_group__v
- hidden__v
- language__v
- message_template_id__v
- modified_date__v
- message_template_status__v
- message_template_text__v
- product__v
- template_type__v
- vault_dns__v
- vault_guid__v
- vault_last_modified_date__v
- whatsapp_body_placeholder__v
- whatsapp_body_text__v
- whatsapp_button_1_placeholder__v
- whatsapp_button_1_text__v
- whatsapp_button_1_type__v
- whatsapp_button_1_value__v
- whatsapp_button_2_placeholder__v
- whatsapp_button_2_text__v
- whatsapp_button_2_type__v
- whatsapp_button_2_value__v
- whatsapp_button_3_placeholder__v
- whatsapp_button_3_text__v
- whatsapp_button_3_type__v
- whatsapp_button_3_value__v
- whatsapp_footer_text__v
- whatsapp_header_placeholder__v
- whatsapp_header_text__v
- whatsapp_header_type__v
 Edit message_template_content__v Edit message_template_content__v - clm_presentation__v
- created_by__v
- created_date__v
- message_template__v
- modified_by__v
- modified_date__v
- name__v
- object_type__v
- status__v
- template__v
 Edit message_template_business_account__v CRE whatsapp__v - created_by__v
- created_date__v
- message_template__v
- messaging_business_account__v
- modified_by__v
- modified_date__v
- vexternal_id__v
 Edit messaging_business_account__v CRE whatsapp__v - connection_datetime__v
- connection_status__v
- country__v
- created_by__v
- created_date__v
- external_id__v
- modified_by__v
- modified_date__v
- name__v
- primary_assignee_for_new_inbound_chat__v
- secondary_assignee_for_new_inbound_chat__v
- status__v
 Edit messaging_phone_number__v CRE messaging_phone_number__v - created_by__v
- created_date__v
- data_storage_geolocation__v
- display_name__v
- external_id__v
- modified_by__v
- modified_date__v
- name__v
- number__v
- status__v
- whatsapp_business_account__v
- whatsapp_business_phone_number_id__v
 Edit multichannel_consent__v CRE messaging__v - account__v
- capture_datetime__v
- consent_header__v
- consent_type__v
- created_by__v
- created_date__v
- default_consent_text_file__v
- last_device__v
- legacy_consent_channel__v
- mobile_id__v
- modified_by__v
- modified_date__v
- object_type__v
- opt_expiration_date__v
- opt_method__v
- opt_type__v
- optout_event_type__v
- signature__v
- signature_datetime__v
- signature_id__v
 Edit multichannel_route__v CRE messaging__v - country__v
- created_by__v
- created_date__v
- default__v
- event__v
- language__v
- modified_by__v
- modified_date__v
- message_template__v
- object_type__v
- object__v
- record_type_name__v
- name__v
- status__v
- vexternal_id__v
 Edit sent_message__v R - content__v
- message_template__v
 - account__v
- call__v
- capture_datetime__v
- clicked__v
- click_count__v
- clm_presentation__v
- created_by__v
- created_date__v
- detail_group__v
- details__v
- engage_link__v
- key_message__v
- mc_capture_datetime__v
- message_config_values__v
- message_content__v
- message_template__v
- modified_by__v
- modified_date__v
- mobile_id__v
- name__v
- object_type__v
- ownerid__v
- product__v
- sent_from_platform__v
- sent_via__v
- shortened_engage_link__v
- status__v
- to__v
- transaction_type__v
- user__v
- vexternal_id__v
 Read user__sys RE n/a - consent_admin__v
- country_code__v
- enable_clm_testing_feature__v
- whatsapp_phone_number__v
 Edit 
 End Users
End Users
                                                    To configure this feature:
- Ensure Configuring Consent Capture is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
                        Object Object Permission Object Types Fields Field Permission account__v CRE All appropriate object types - language__v
- vcountry__v
 Read whatsapp__v Edit consent_header__v R consent_header_default__v - consent_header_help_text__v
- consent_header_status__v
- country__v
- created_by__v
- created_date__v
- inactive_datetime__v
- language__v
- modified_by__v
- modified_date__v
- name__v
- object_type__v
- status__v
 Read consent_type__v R messaging__v - channel_label__v
- channel_source__v
- consent_custom_duration__v
- consent_expires_in__v
- consent_header__v
- created_by__v
- created_date__v
- default_consent_type__v
- disclaimer_text_file__v
- display_order__v
- legacy_consent_channel__v
- modified_by__v
- modified_date__v
- name__v
- product_preference__v
- subscribe_keyword__v
- unsubscribe_keyword__v
- zvod_consent_default_consent_text_file__v
 Read country__v R n/a - code__sys
- country_cda__v
- created_by__v
- created_date__v
- external_id__v
- modified_by__v
- modified_date__v
- name__v
- status__v
 Read engage_link_settings__v R n/a - allow_sending_of_custom_presentation__v
- application_profile__v
- created_by__v
- created_date__v
- engage_link_account_selection__v
- engage_link_apps__v
- modified_by__v
- modified_date__v
- name__v
- security_profile__v
- setupownerid__v
- status__v
 Read message_activity__v R - message_activity__v
- vault_activity__v
- veeva_content_player_activity__v
 - activity__v
- activity_date__v
- client_device__v
- client_name__v
- client_os__v
- client_type__v
- clm_presentation__v
- created_by__v
- created_date__v
- detail_group__v
- device_type__v
- downloaded_rendition__v
- duration__v
- ip_address__v
- key_message__v
- legacy_crm_id__v
- modified_by__v
- modified_date__v
- media_type__v
- name__v
- object_type__v
- page_number__v
- product__v
- reference_document__v
- sent_message__v
- session_id__v
- slide_number__v
- slide_version__v
- status__v
- user_agent__v
- vault_document_id__v
- vault_document_major_version__v
- vault_document_minor_version__v
- vault_doc_name__v
- vault_document_number__v
- vault_document_title__v
- vault_domain__v
- video_last_viewed_time__v
- video_length__v
- video_start_time__v
- video_total_time_spent__v
- view_order__v
 Read message_template__v R - manual_assign_content_template__v
- text_only_template__v
- universal_content_template__v
- whatsapp_message_template__v
 - category__v
- detail_group__v
- hidden__v
- language__v
- message_template_id__v
- modified_date__v
- message_template_status__v
- product__v
- template_type__v
- vault_dns__v
- vault_guid__v
- vault_last_modified_date__v
- whatsapp_body_placeholder__v
- whatsapp_body_text__v
- whatsapp_button_1_placeholder__v
- whatsapp_button_1_text__v
- whatsapp_button_1_type__v
- whatsapp_button_1_value__v
- whatsapp_button_2_placeholder__v
- whatsapp_button_2_text__v
- whatsapp_button_2_type__v
- whatsapp_button_2_value__v
- whatsapp_button_3_placeholder__v
- whatsapp_button_3_text__v
- whatsapp_button_3_type__v
- whatsapp_button_3_value__v
- whatsapp_footer_text__v
- whatsapp_header_placeholder__v
- whatsapp_header_text__v
- whatsapp_header_type__v
 Read message_template_content__v Edit message_template_content__v - clm_presentation__v
- created_by__v
- created_date__v
- message_template__v
- modified_by__v
- modified_date__v
- name__v
- object_type__v
- status__v
- template__v
 Read message_template_business_account__v R whatsapp__v - created_by__v
- created_date__v
- message_template__v
- messaging_business_account__v
- modified_by__v
- modified_date__v
- vexternal_id__v
 Read messaging_business_account__v R whatsapp__v - connection_datetime__v
- connection_status__v
- country__v
- created_by__v
- created_date__v
- external_id__v
- modified_by__v
- modified_date__v
- name__v
- primary_assignee_for_new_inbound_chat__v
- secondary_assignee_for_new_inbound_chat__v
- status__v
 Read messaging_phone_number__v R messaging_phone_number__v - created_by__v
- created_date__v
- data_storage_geolocation__v
- display_name__v
- external_id__v
- modified_by__v
- modified_date__v
- name__v
- number__v
- status__v
- whatsapp_business_account__v
- whatsapp_business_phone_number_id__v
 Read multichannel_consent__v CRE messaging__v - account__v
- capture_datetime__v
- consent_header__v
- consent_type__v
- created_by__v
- created_date__v
- default_consent_text_file__v
- last_device__v
- legacy_consent_channel__v
- mobile_id__v
- modified_by__v
- modified_date__v
- object_type__v
- opt_expiration_date__v
- opt_method__v
- opt_type__v
- optout_event_type__v
- signature__v
- signature_datetime__v
- signature_id__v
 Edit multichannel_route__v R messaging__v - country__v
- created_by__v
- created_date__v
- default__v
- event__v
- language__v
- modified_by__v
- modified_date__v
- message_template__v
- object_type__v
- object__v
- record_type_name__v
- name__v
- status__v
- vexternal_id__v
 Read sent_message__v CRE - content__v
- message_template__v
 - clicked__v
- click_count__v
- created_by__v
- created_date__v
- modified_by__v
 Read - account__v
- call__v
- capture_datetime__v
- clm_presentation__v
- detail_group__v
- details__v
- engage_link__v
- key_message__v
- mc_capture_datetime__v
- message_config_values__v
- mobile_id__v
- name__v
- object_type__v
- ownerid__v
- product__v
- sent_from_platform__v
- sent_via__v
- shortened_engage_link__v
- status__v
- to__v
- transaction_type__v
- user__v
- vexternal_id__v
 Edit user__sys R n/a - consent_admin__v
- country_code__v
- enable_clm_testing_feature__v
- whatsapp_phone_number__v
 Read 
- Navigate to Admin > Configuration > Objects > Message Template > Layouts.
- Copy the standard layouts for the WhatsApp Message Template and Text Only Template object types. Ensure the custom layouts are set as default. See Copy a Layout in Vault Help for more information.
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Ensure VMOCs for the following objects are active:- consent_header__v
- consent_type__v
- engage_link_settings__v
- message_activity__v
- message_template__v
- message_template_content__v
- message_template_business_account__v
- messaging_phone_number__v
- messaging_business_account__v
- multichannel_consent__v
- multichannel_route__v
- sent_message__v
 
- Create an Engage Connect Group for WhatsApp Business Messaging with the Communication Channel setting set to Ping. See List of Engage Connect Group Settings for more information.
- Add the Primary User, Secondary User, and appropriate end users to the group. See Assigning Users for New Inbound Chats for more information.
Optional Configuration
To define restricted phrase rules for WhatsApp Business conversations, see Using Restricted Phrase Rules for Messaging.
To allow end users to share web links for CLM content via WhatsApp messages from the media library, see Sharing CLM Content via Web Link. Additionally, to allow end users to select message templates to accompany web links, see Using Message Templates When Sharing Web Links.
Considerations
WhatsApp Business Messaging and Engage chat cannot be configured together.

