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Create Payment Messaging Component, Apex Classes, and Screen Flow
Service reps run the flow in the Service Console to send the component to customers. Customers click the component to view the request details and make their payment.
Before you begin, here are the things you must perform.
- Create a series of Apex classes so that you’re able to fill parameters in the payment component for a payment screen flow. These Apex classes control the information that appears in the component. For more information on WhatsApp Pay Apex classes, see Create an Apex Class to Process Payments.
- If you’re using PIX as your payment method, make sure that you have specified the merchant name property.
- If you’re sending order status back to the end user, create two custom parameters in your payment messaging component. One for capturing the reference ID and one capturing the order status label. Also, make sure that you’ve configured your WABA template for order status. If you haven't configured still, login to your WABA account and go to your message template. Under the Utility tab, select Order Status and then submit for review.
- Create a custom parameter to capture the shipping amount. This being an optional parameter that isn't available to you by default.
- Create a WhatsApp Pay Messaging Component that service reps can send in messaging sessions.
- Create an order status template in WABA and import it into Salesforce as a WhatsApp external template.
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Create a WhatsApp Pay Screen Flow.
For more information on how to create a sample WhatsApp Pay Screen Flow, see Tutorial: WhatsApp Pay Sample Screen Flow.
- Trigger the order status template using flows using the details from the custom Salesforce object.
- Send WhatsApp Payment requests in messaging sessions.

