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This Guide describes main points of Salesforce Partner Community Integration usage, including leads creation and management, logging activities and managing opportunities. Other x-bees documentation: x-bees documentation. Partner Community documentation: Salesforce Partner Community Guide. Created: May 2023 Updated: February April 2025 Permalink: https://wildix.atlassian.net/wiki/x/BAAtCw |
Table of Contents
Introduction
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For Requirements and Activation, check the guide How to activate Salesforce Partner Community integration with x-bees. |
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 Opportunities right via x-bees.
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- When you click on Tasks or Activity tab, the relevant details get displayed below:
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Note:
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- Add a new note or task and edit existing ones:
- To edit existing notes or tasks, click on the Pencil icon next to the relevant item
- To mark a task as completed directly via x-bees, tick off the checkbox in front of the necessary task
View Contacts connected to Opportunity in the Contacts section
To view more details about the Contact, click on the dedicated icon next to the Contact roles to directly open them
- Create Business plan Opportunity
When searching for a prospect by email, the system checks if an Account or Contact with that email exists. Additionally, it verifies whether there is a related Opportunity in Salesforce Partner Community. If no related Opportunity is found, you have an option to create one directly in x-bees.
For this, navigate to the Opportunity tab and click Create Opportunity:
Provide information such as Opportunity name, close date, interested solution, key additional features, total users, opportunity type, product of interest, opportunity currency and click Create.
A new Opportunity linked to the existing Account/ Contact gets created in Salesforce Partner Community.
If there's already a matched Opportunity, but you need to create a new one, click Wrong match under the Opportunity tab.
Multiple matches found in Salesforce Partner Community
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