| Scroll export button |
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| scope | current |
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| template-id | 0fa09813-8b86-460a-aa1d-ef450a80e9ce |
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| quick-start | true |
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| add-on | Scroll PDF Exporter |
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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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Inbound and outbound calls via PBX are automatically logged for users that have a match in Salesforce Partner Community (leads, contacts, accounts) and are displayed as completed tasks.
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| Note |
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Notes: - The below calls are not logged:
- Received and missed PBX calls in case of an unknown number.
- Calls that were made and canceled within cancelled or lasted less than 5 seconds.
- Calls between users of the same PBX/ WMS Network.
- If the lead has multiple matches, task is created for the newest lead.
- This logic applies if the duplicate lead was created after installation of the integration. Otherwise, if a lead had multiple matches before installation of the integration, the match is chosen randomly.
- When the lead match is changed, all new tasks are created for the assigned match. Old tasks are not changed.
Fixed an issue in which there was no pop-up notification about new messages sent to a group chat and no notification on the Chat tab inside the app
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