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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 Salesforce Partner Community leads, manually log activities to 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 Salesforce Partner Community. Also, it is possible to manage Salesforce Partner Community Opportunites right via x-bees.
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Multiple matches found in Salesforce Partner Community
Sometimes, when looking for a In case there multiple matches were found in 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):
, you can see Wrong match? button:
Click on it to view matches found in Salesforce Partner Community. Then, you can either choose the necessary match and click Confirm (1) or click Create Lead (2) to create another lead:
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