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Table of Contents
Activation
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For Requirements and installation, check x-bees Admin Guide. |
To activate the integration inside x-bees, you need to go to x-bees Settings -> Integrations -> find Salesforce, click Activate and log in. 
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Open x-bees and proceed to a dedicated conversation with a Salesforce Contact
On the Info frame, navigate to the Salesforce -> Opportunity tab:
Warning Important:
- The Opportunity tab is visible only if the first tab displays contact (not lead) and there is at least one Opportunity with the stage "Not Closed".
- Currently, only opportunities Opportunities with record type Standard or Business Opportunity are displayed within Salesforce integration with x-bees.
- User should have access to Opportunity functionality in Salesforce, to be able to access Opportunity section in x-bees.
- In case conversation is not started yet, you can see the following notification on the Opportunity tab:
Currently, it is possible to connect only one opportunity to one conversation. In case opportunity was already connected to another chat, you may see the following notification:
If you click Confirm, the opportunity is connected to the current conversation, the previous connection to another conversation is removed.
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