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 |
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:
Note: Salesforce lead management described in this chapter is currently available only on the x-bees web interface. |
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:
To look up the activities, click on the match:
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:
To manually log activities, open a Salesforce lead on x-bees. You have two options:
Note, that inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce (leads, contacts, accounts) and are displayed in Salesforce as completed tasks.
Logged call data includes: participants, call type and duration, date and time the call was received/made, information about transfers.
Notes:
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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:
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. |
You can create a Salesforce lead in x-bees from a conversation or from a contact card.
In case you are in a conversation with an external person who is not present in Salesforce, you can add this contact:
In case you opened a Salesforce lead and you consider it a wrong match, you have an option to create a new Salesforce lead:
One match found in Salesforce:
Multiple matches found in Salesforce: