Scroll export button | ||||||||
---|---|---|---|---|---|---|---|---|
|
...
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.
...
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.
...