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Salesforce Integration offers several components:
- Wildix for Salesforce App: supported in both Collaboration and x-bees, this app integrates CollaborationSalesforce Dialer: 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
- Salesforce Auto Logging: supported in both Collaboration and iFrame in x-bees, it provides automated logging of calls and meetings between PBX users and Salesforce contacts into the CRMAdditionally, with : allows users to add and interact with leads, create tasks, log activities directly in x-bees Info frame, users can utilize the CRM functionality by interacting with and managing leads, creating tasks, and logging activities directly from x-bees
- Salesforce Auto Logging in x-bees: automatically logs calls with transcriptions and conferences that occur in x-bees, while providing contact lookup functionality
Blog article: Optimizing Your Salesforce Integration Experience.
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