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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: January 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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If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:
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Logging activities
To manually log activities, open a Salesforce lead on x-bees. You have two options:
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Logged call data includes: participants, call type and duration, date and time the call was received/made, information about transfers.
In case real-time transcription of calls is configured and the call was recorded, the call summary and transcription are automatically added to Salesforce (see more in the documentation: How to use real-time transcription of x-bees calls and conferences), as well as link to Sales Intelligence (documentation: Sales Intelligence in x-bees).
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Conferences with leads are also automatically logged to Salesforce as completed tasks. Logged data includes conference title, conference start time, duration and participants:
In case conference transcription was enabled, it is automatically added to Salesforce, read more in the guide How to use real-time transcription of x-bees calls and conferences.
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Note: The logging process follows the below rules:
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