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Table of Contents

Introduction

Note

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


From x-bees, it is possible to create new SF leads and manually log activities to SF:

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To manually log activities, open a Salesforce lead on x-bees. You have two options: 

  • Create Task
  • Log Activity

Starting from x-bees v. 1.6.1.326902, users Users who created a task or logged a call via x-bees, can edit the tasks in Salesforce. A task is assigned either to the user who is making a call, or to the user who owns the record. 

Note, that inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce (leads, contacts, accounts) and are displayed in Salesforce as completed tasks. 

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Conferences with leads are also automatically logged to Salesforce as completed tasks. Logged data includes conference title, conference start time, duration and participants:

Note

Note: The logging process follows the below rules:

  • If x-bees user, who adds a task or makes a call or conference with Lead or Contact, is not present in Salesforce, the task in Salesforce is displayed as created by user who installed the integration. Otherwise, the task is displayed as created by user, who actually created the task, or had a call or conference with Salesforce Lead or Contact. 
  • When the user who manually logged the activity is not in Salesforce, in the Task Information section a comment is added informing whom the task was created by.
  • Internal activities, which involve only x-bees users are not logged.
  • In case of a conference with multiple Leads or Contacts, a task is created for each Lead or Contact that has a match in Salesforce.
  • If a Lead's owner is present in the conference, the Lead's owner is displayed as the creator of the task for this Lead. Otherwise, the creator is the user who installed the integration

Multiple matches found in Salesforce

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