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Table of Contents
Introduction
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For Requirements and Activation, check x-bees Admin Guide. |
From x-bees, it is possible to create new SF Salesforce Partner Community leads and manually log activities to SF:Salesforce Partner Community. The user who performs an action on a Salesforce Partner Community record from x-bees is assigned as the author of this activity in
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Salesforce leads management
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Note: Salesforce lead management described in this chapter is currently available only on the x-bees web interface. |
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Salesforce Partner Community.
Salesforce Partner Community leads management
Find leads and look up activities
Use the search field in the upper left part of the screen to find Salesforce Salesforce Partner Community leads and contacts. All the results matching your criteria from your Salesforce Salesforce Partner Community instance appear in the drop-down list with relevant icons:
- Salesforce logo next to a contact indicates that there's a match in SalesforceSalesforce Partner Community
- Orange icon indicates this match is a Salesforce Salesforce Partner Community lead
- Violet icon indicates this match is a Salesforce Salesforce Partner Community contact
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Limitation: Currently, it is possible to find leads related to other partners within the same company (same PBX). |
To look up view the activities, click on the match and proceed to Upcoming and Overdue and Activity History on the Info panel:
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If you are already in a conversation with a Salesforce Salesforce Partner Community lead or contact, click on the contact from the Info tab to view the information on this Salesforce Salesforce Partner Community match:
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Log activities
To manually log activities, open a Salesforce Partner Community lead on x-bees. You have two options:
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Users who created a task or logged a call via x-bees, can edit the tasks in Salesforce Partner Community.
Inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce Partner Community (leads, contacts, accounts) and are displayed in Salesforce as completed tasks.
Logged The data of a logged call data includes: participants participants, call type and duration, date and time the call was received/made, information about transfers.
Conferences with leads are also automatically logged to Salesforce Partner Community as completed tasks in Activity History
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Logged data includes conference title, conference date and time:
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Notes:
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Note: The logging process follows the below rules:
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Multiple matches found in Salesforce Partner Community
Sometimes, when looking for a Salesforce Partner Community lead on x-bees, multiple matches may be found. In this case, you need first confirm the match, and then log the activity.
Click on the Matches in Salesforce field:
Choose the relevant match (1) and click Confirm (2):
Create a Salesforce Partner Community lead
In case you are in a conversation with an external person who is not present in Salesforce Partner Community, you can create Salesforce lead:
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