| Scroll export button | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Info |
|---|
This Guide describes main points of Salesforce Integration usage, including leads creation and management and logging activities (inbound, outbound calls). Other x-bees documentation: x-bees partner program documentation. Created: February 2022 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:
- 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
Salesforce leads management
...