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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). Other x-bees documentation: x-bees documentation. Created: February 2022 Updated: May 2023 January 2024 Permalink: https://wildix.atlassian.net/wiki/x/7hfOAQ |
Table of Contents
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Activation
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For Requirements and Activationinstallation, 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. 
Features
From x-bees, it is possible to create new SF leads and manually log activities to SF:
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