| Scroll export button | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Info |
|---|
This Guide will lead you through the process of Salesforce Lightning integration usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving. Blog covering available Salesforce integrations: Optimizing Your Salesforce Integration Experience. Created: June 2019 Updated: January May 2024 Permalink: https://wildix.atlassian.net/wiki/x/VgvOAQ |
| Table of Contents | ||
|---|---|---|
|
Requirements
- x-bees:
- WMS version: 6.01 or higher
- x-bees-Standard or x-bees-SuperBee
- Collaboration:
- WMS version: 5.01 or higher
- Wildix UC-Business or UC-Premium license
- Salesforce license with access to the Lightning Platform
- Your Salesforce domain should be whitelisted on the PBX
- Activated Salesforce Payment Plan to set up Call Center, check the prices here
...
| Warning |
|---|
Important: Record types (used for Contacts) should be set up in Salesforce to be able to install Wildix Integration. See How to set up Record Types in Salesforce. In case record types are not set, you may face the following issue when installing Wildix Integration:
|
...