Page Comparison

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Details on how to activate the service: CLASSOUND Activation Request.

Notes:

• Hubspot integration is coming soon
• Analytics is coming soon

Salesforce integration

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1. Click Settings from SF (the Gear icon in the upper right-hand part of the screen) -> click Setup
   
   
   
   
2. Setup Home screen opens. From the left panel, under ADMINISTRATION, Users -> click Users
    
   
3. Find the System Administrator profile and click to open it
   
   
   
4. Click Clone. Clone Profile screen opens
   
   
5. Add the following Profile Name: SystemAdminWithCreatedBy and click Save
   
   
   
6. The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions 
   
   
   
7. Click Edit
   
8. Scroll down to Set Audit Fields upon Record Creation (Set audit fields, such as Created By and Last Modified By, when you create a record (API only).) and put the tick
   
   
   
9. Scroll up and click Save. Permission Changes Configuration window opens. Click Save again
   
   
   
10. On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry
    
    
    
11. Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save
    
    

Video available.

HubSpot Integration

Requirements:

• xb-Business license or higher
• Admin access to HubSpot account

Installation:

1. Go to WMS Settings -> PBX -> Integrations 
2. Navigate to x-bees tab
   • Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out    

3. Wildix Integration Hub opens
   

   
   

4. Click Create an Integration (if no active integrations)
5. Click HubSpot

6. Follow instructions to complete the process. At this step, you need to connect your HubSpot account (Admin) with x-bees. Click Next.
   HubSpot integration then gets activated:

   
   

Access for users and guests

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1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click Notifications
3. Enable Notifications:
   • Here you can enable notifications in personal and group conversations. It is recommended to enable all of them, in case you decide to mute a particular conversation, you can do it from the settings of this particular conversation. Note, that Web and Mobile notifications are managed separately and there is no sync between them, to enable notifications on Mobile, consult this chapter
     
     

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• Under Settings, tap Notifications and enable notifications
  • Note, that Web and Mobile notifications are managed separately and there is no sync between them; to enable notifications on Web, consult this chapter

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