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In this article, we explore the Salesforce integration and its available components, showcasing how the combination of iFrame, Auto Logging and Dialer features offers a comprehensive solution for sales process automation, call management and contact lookup. Salesforce integration documentation: Integrations Documentation . Created: April 2024 Permalink: https://wildix.atlassian.net/wiki/x/D4AnGw |
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The iFrame component embeds a full-featured task management tool right within the Info frame in x-bees. You can unlock a range of features that not only saves time, but also ensures that all your data is easily accessible and up-to-date:
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The Salesforce Dialer is a separate plugin available for purchase and installation in the Salesforce Marketplace, enabling call functionalities directly within Salesforce Lightning or Classic, making it ideal for those who handle a high volume of calls while working on Salesforce. The dialer offers several powerful features that enhance communication efficiency within Salesforce.
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