Scroll export button | ||||||||
---|---|---|---|---|---|---|---|---|
|
Info |
---|
This Guide describes main points of Salesforce Partner Community Integration usage, including leads creation and management and logging activities. Other x-bees documentation: x-bees documentation. Partner Community documentation: Wildix Partner Community Guide. Created: May 2023 Permalink: https://wildix.atlassian.net/wiki/x/BAAtCw |
Table of Contents
Introduction
Note |
---|
For Requirements and Activation, check x-bees Admin Guide. |
From x-bees, it is possible to create new SF leads and manually log activities to SF:
...
- Salesforce logo next to a contact indicates that there's a match in your Salesforce instance
- Orange icon indicates this match is a Salesforce lead
- Violet icon indicates this match is a Salesforce contact
...
Warning |
---|
Limitation: Currently, it is possible to find leads related to other partners within the same company (same PBX). |
To look up the activities, click on the match and proceed to Upcoming and Overdue and Activity History on the Info panel:
When you click on Upcoming and Overdue or Activity History, the relevant screen opens on the Info frame displaying the necessary details:
If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:
...
To manually log activities, open a Salesforce lead on x-bees. You have two options:
- Create Task
- Log Activity
Users who created a task or logged a call via x-bees, can edit the tasks in Salesforce.
Note, that inbound Inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce (leads, contacts, accounts) and are displayed in Salesforce as completed tasks.
Logged call data includes: participants, call type and duration, date and time the call was received/made, information about transfers.
Conferences with leads are also automatically logged to Salesforce as completed tasks in Activity History.
...
Logged data includes conference title, conference date and time:
Note |
---|
Notes:
In case you are using queues in Salesforce and the Lead belongs to a queue, you may not be able to create a Task for this Lead in x-bees. In this case, you need to apply the following settings in Salesforce: |
Conferences with leads are also automatically logged to Salesforce as completed tasks. Logged data includes conference title, conference start time, duration and participants:
...
Note |
---|
Note: The logging process follows the below rules:
|
Multiple matches found in Salesforce
...
Note |
---|
Note: Keep in mind that the same Salesforce match can appear as a lead (orange icon) and a contact (violet icon). In this case, you need to select whether to log the activity to the Salesforce lead or to the Salesforce contact. |
Click on the Matches in Salesforce field:
...
Create a Salesforce lead
You can create a Salesforce lead in x-bees from a conversation or from a contact card.
- From a conversation
In case you are in a conversation with an external person who is not present in Salesforce, you can add this contact:
- From a contact card
In case you opened a Salesforce lead and you consider it a wrong match, you have an option to create a new Salesforce lead:
One match found in Salesforce:
- Click Wrong match?
- Click Create Salesforce Lead
Multiple matches found in Salesforce:
- ClickMatches in Salesforce (1) ->Create Salesforce Lead (2):
...
:
- Click three dots next to the user -> click View Profile
- Press Create Salesforce Lead:
- Enter Lead details and click Save:
Macrosuite divider macro | ||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...