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- Go to WMS Settings -> PBX -> Integrations -> x-bees
- Your PBX should be on the x-bees licensing, otherwise, the tab is be greyed out
- Wildix Integration Hub opens
- Click Create an Integration button (if no active integrations)
- Click Salesforce
- Follow the process. At this step, you need to connect your Salesforce account (Admin) with x-bees. Click Allow:
Notes:
From x-bees it is possible to create new SF leads and manually log activities to SF:
- The user who performs an action on a Salesforce record from x-bees is assigned as the author of this activity in Salesforce.
- If the user who performs an action is not present in Salesforce, then the activity is automatically assigned to the account's Admin.
Note: below you can find the instruction on how to authorize the SF admin to perform Author and Owner changes. Follow this instruction to make sure that all the lead creation and logging activities performed on x-bees have the correct Author and Owner in SF. Important: this instruction does not work in case you have a developer version of SF (logging will work, but there's no way to change the Author/ Owner of those activities).
To authorize the SF Admin to perform Author and Owner changes, follow the steps below:
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