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            Migrate to Unified WhatsApp

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            3. Unified Messaging

            Migrate to Unified WhatsApp

            Migrate from a business service provider, Marketing Cloud Engagement WhatsApp, or Service Cloud WhatsApp. After migration, your existing message templates are available in Unified WhatsApp.

            Available in: Lightning Experience

            Available in:

            • Enterprise and Unlimited Editions for Service Cloud
            • Growth or Advanced Editions Marketing Cloud Next
            • Pro+, Corporate+, and Enterprise+ Editions for Marketing Cloud Engagement

            Migrate From A Business Service Provider or Marketing Cloud Engagement WhatsApp Channel

            When migrating from a BSP or Marketing Cloud Engagement WhatsApp channel, you'll create a new WABA and phone number.

            1. Contact your account executive to discuss moving to Unified Messaging. They can verify that you have the right number of entitlements to support your messaging activity.
            2. In Setup, enter WhatsApp in the Quick Find box and select Your Numbers under WhatsApp.
            3. Click Add Number.
            4. Select the migration source, and click Next.
              • To migrate from another business service provider, select Bring a number from somewhere else.
              • To migrate from Marketing Cloud Engagement, select Use a Marketing Cloud Engagement number.
            5. Review the setup steps you can expect, and click Next.
            6. Sign into Meta.
            7. Ensure that your WABA migration requirements are met.
              1. In the WhatsApp Business Account field, create a new WABA, and click Next.
              2. Fill in the details of your new WABA, and click Next.
              3. Select Add a new number, fill in the details, and click Next.
            8. Back in Salesforce, select the WABA and phone number that you just created in Meta, and click Finish.
            9. You'll land in the Number Details page for your Unified WhatsApp channel. From here, complete Unified WhatsApp setup.

            Migrate From A Service Cloud WhatsApp Channel

            When migrating from a Service Cloud WhatsApp channel, you'll use the existing WABA and phone number from that Service Cloud WhatsApp channel in Unified WhatsApp.

            1. Contact your account executive to discuss moving to Unified Messaging. They can verify that you have the right number of entitlements to support your messaging activity.
            2. In Setup, enter WhatsApp in the Quick Find box and select Your Numbers under WhatsApp.
            3. Click Add Number.
            4. To migrate from Service Cloud WhatsApp, select Use a Digital Engagement number.
            5. Review the setup steps you can expect, and click Next.
            6. Select the WABA and phone number that you just created in Meta, and click Finish.
            7. You'll land in the Number Details page for your Unified WhatsApp channel. From here, complete Unified WhatsApp setup.

            Migrate from a Marketing Cloud Next WhatsApp Channel

            Marketing Cloud Next isn't a separate platform from Unified WhatsApp. It's a feature. As a result, we don't require full migration steps to move from Next to Unified.

             
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            Salesforce Help | Article