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Table of Contents

Introduction

Note

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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To manually log activities, open a Salesforce Partner Community lead on x-bees Info frame, where you have two options: 

  • Create Task

    Note

    Note: The calendar format depends on user's locale. For en_US, the calendar starts on Sunday with the month displayed first. For other locales, the calendar starts on Monday with the day displayed first.


  • Log Activity


Users who created a task or logged a call via x-bees, can edit the tasks in Salesforce Partner Community.  

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