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Salesforce Documentation

Salesforce Integration offers several components:

  1. Wildix for Salesforce App: supported in both Collaboration and x-bees, this app integrates Collaboration/ x-bees functionality into the CRM, providing users with click-to-call capability, incoming and outgoing call popups, name lookup functionality and others
  2. Salesforce Auto Logging: supported in both Collaboration and x-bees, it provides automated logging of calls and meetings between PBX users and Salesforce contacts into the CRM
    • Additionally, with x-bees Info frame, users can utilize the CRM functionality
    by interacting
    • by¬†interacting with and managing leads, creating tasks, and logging activities directly from x-bees

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