This is configured in Salesforce, with an administrator user, and is independent of the data integration. You can have it with either of the two integration types.
Before you start
1
Have your Treble API key at hand
You can find it in the Treble platform, under Settings → Developers → API KEY.
2
Confirm that your advisors exist as agents in Treble
The tab logs in with the Salesforce user’s email. If that email doesn’t match a Treble agent, the tab won’t be able to open their inbox.
1. Create the web tab
1
Go to Setup → Tabs
Search for “tabs” in the Setup search bar and open Tabs. Scroll down to the Web Tabs section and click New.
2
Choose the tab style
In step 1, leave the default style (full page). Click Next.
3
Define the name and height
4
Enter the Treble URL
In step 3, in the Button or Link URL field, paste:Replace
TU_API_KEY with the key Treble gave you. Leave {!$User.Email} as is: it’s a Salesforce merge field that automatically inserts the email of the user who opens the tab, and it’s what makes each advisor see their own inbox.In Encoding, leave Unicode (UTF-8).5
Define visibility and save
In steps 4 and 5, choose which profiles can see the tab and which apps it should appear in. Save.
2. Add the tab to the navigation bar
Creating the tab doesn’t make it visible on its own: you have to add it to the app.1
Open the navigation editor
In the app where you want it (for example Sales), click the pencil icon at the end of the navigation bar.
2
Add Treble WhatsApp
Click Add More Items, search for the tab you created and add it. Drag it to the position you want and click Save.
Done. The Treble WhatsApp tab appears in the navigation bar and opens the inbox of the advisor who is logged in.
What the advisor sees
Inside the tab they have:- Conversations: the active conversations assigned to them, to read and reply to.
- Contacts: the contact list, from which they can create a new one or send a template (HSM) to open a conversation.
The inbox shows the conversations assigned to that advisor. If an advisor says they don’t see anything, the most likely reason is simply that they don’t have any conversations assigned at that moment, not that the tab is misconfigured.
Common issues
The tab appears blank or doesn't load
The tab appears blank or doesn't load
It’s usually one of these:
- The API key is wrong or incomplete. Check that it was pasted in full, with no trailing spaces.
- The Salesforce user’s email doesn’t match a Treble agent. The tab logs in with the logged-in user’s email; if it doesn’t exist in Treble, there’s no inbox to show.
- Browser restrictions. Some security settings block embedded content. Salesforce warns about this on the tab creation screen.
The advisor logs in to Salesforce but can't get into Treble
The advisor logs in to Salesforce but can't get into Treble
A Salesforce session is not a Treble session. The tab uses the Salesforce user’s email to identify the agent, but that agent needs to exist in Treble and have their own credentials.If the advisor can’t log in, the way forward is to reset their Treble password, not their Salesforce one. And if they don’t exist as an agent, you need to create them first.
Create a new agent
All advisors see the same inbox
All advisors see the same inbox
{!$User.Email} was replaced with a fixed email in the URL. Edit the tab and put the merge field back.The inbox looks cut off vertically
The inbox looks cut off vertically
Increase the Content Frame Height value in the tab settings.
Next steps
Transfer to an advisor
How a conversation reaches an advisor’s inbox.
Launch conversations from Salesforce
Trigger a Treble campaign from an automation flow.