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This Guide describes main points of Salesforce Integration usage, including leads creation and management and logging activities (inbound, outbound calls).

Other x-bees documentation: x-bees partner program documentation.

Created: February 2022

Updated: January March 2023

Permalink: https://wildix.atlassian.net/wiki/x/7hfOAQ

For Requirements and Activation, check x-bees Admin Guide.

Notes:

• The following calls are not logged:
  • Received and missed PBX calls in case of an unknown number.
  • Calls made and canceled within 5 seconds.
  • Calls between users of the same PBX/ WMS Network.

• If the lead has multiple matches, task is created for the newest lead.
  
  • This logic applies if the duplicate lead was created after installation of the integration. Otherwise, if a lead had multiple matches before installation of the integration, the match is chosen randomly.   
  • When the lead match is changed, all new tasks are created for the assigned match. Old tasks are not changed.
    
    

• In case you are using queues in Salesforce and the Lead belongs to a queue, you may not be able to create a Task for this Lead in x-bees. In this case, you need to apply the following settings in Salesforce:

  1. Go to Setup -> Users -> Queues
  2. Select the queue and click Edit
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  3. Navigate to Supported Objects -> move the option Task to Selected Objects:
     Fixed an issue in which there was no pop-up notification about new messages sent to a group chat and no notification on the Chat tab inside the app.
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