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This Guide describes main points of Salesforce Integration usage, including leads creation and management and logging activities (inbound, outbound calls). Created: February 2022 Permalink: https://wildix.atlassian.net/wiki/x/7hfOAQ |
Table of Contents
Introduction
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For Requirements and Activation, check x-bees Admin Guide. |
From x-bees, it is possible to create new SF leads and manually log activities to SF:
- The user who performs an action on a Salesforce record from x-bees is assigned as the author of this activity in Salesforce
- If the user who performs an action is not present in Salesforce, then the activity is automatically assigned to the account's Admin
Salesforce leads management
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Note: Salesforce lead management described in this chapter is currently available only on the x-bees web interface. |
Find Salesforce leads and look up activities
Use the search field in the upper left part of the screen to find Salesforce leads and contacts. All the results matching your criteria from your Salesforce instance appear in the drop-down list with relevant icons:
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If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:
Logging activities
To manually log activities, open a Salesforce lead on x-bees. You have two options:
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Notes:
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Multiple matches found in Salesforce
In some cases, when looking for a Salesforce lead on x-bees, multiple matches are found. In this case, you need first confirm the match, and then log the activity:
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Note: Keep in mind that the same Salesforce match can appear as a lead (orange icon) and a contact (violet icon). In this case, you need to select whether to log the activity to the Salesforce lead or to the Salesforce contact. |
Create a Salesforce lead
You can create a Salesforce lead in x-bees from a conversation or from a contact card.
- From a conversation:
In case you are in a conversation with an external person who is not present in Salesforce, you can add this contact:
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- At the next step, fill out the fields and click Save
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