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This Guide describes main points of Salesforce Integration usage, including leads creation and management and logging activities (inbound, outbound calls, conferences). For Salesforce integration setup, check the documentation: x-bees Admin Guide. Other x-bees documentation: x-bees documentation. Blog covering available Salesforce integrations: Optimizing Your Salesforce Integration Experience. Created: February 2022 Updated: March 2024 Permalink: https://wildix.atlassian.net/wiki/x/7hfOAQ |
Table of Contents
Activation
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For Requirements and installation, check x-bees Admin Guide. |
To activate the integration inside x-bees, you need to go to x-bees Settings -> Integrations -> find Salesforce, click Activate and log in. 
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