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Info

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

Other x-bees documentation: x-bees documentation.

Created: February 2022

Updated: March May 2023

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

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:

...

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

Logging Scheduled Meetings

In case the contact exists in Salesforce, meetings scheduled via Meeting Scheduler are automatically logged as activities in Salesforce:

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The logged activity includes meeting details and description and is marked as open; due date is the meeting date.

Note

Note:

  • The logging works only for meetings created by guest users using Meeting Scheduler. Scheduled meetings are automatically logged as activities in Salesforce only if the contact already exists in the CRM records.
  • The agent should be present in Salesforce with the same email as in x-bees.

In case the meeting was rescheduled or cancelled, the changes are automatically synced to Salesforce:


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Cancelled meetings are marked as completed.

Multiple matches found in Salesforce

In some cases, when looking for a Salesforce lead on x-bees, multiple matches are found. In this case, you need first confirm the match, and then log the activity.

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Multiple matches found in Salesforce:

  • ClickClick Matches in Salesforce (1) ->Create Salesforce Lead (2):

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