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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 and manually log activities to Salesforce Partner Community:
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Salesforce Partner Community leads management
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Find
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leads and look up activities
Use the search field in the upper left part of the screen to find Salesforce Partner Community leads and contacts. All the results matching your criteria from your Salesforce Partner Community instance appear in the drop-down list with relevant icons:
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If you are already in a conversation with a Salesforce Partner Community lead or contact, click on the contact from the Info tab to view the information on this Salesforce Partner Community match:
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Log activities
To manually log activities, open a Salesforce Partner Community lead on x-bees. You have two options:
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Note: The logging process follows the below rules:
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Multiple matches found in Salesforce Partner Community
Sometimes, when looking for a 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.
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Choose the relevant match (1) and click Confirm (2):
Create a Salesforce Partner Community lead
In case you are in a conversation with an external person who is not present in Salesforce Partner Community, you can create Salesforce lead:
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