How to Use Salesforce Bot
This guide explains how to use Salesforce Bot in case of Salesforce or Salesforce Opportunity integration with x-bees.
Created: May 2025
Updated: March 2026
Documentation: Salesforce Integration with x-bees - User Guide, Salesforce Partner Community Integration with x-bees
Permalink: https://wildix.atlassian.net/wiki/x/BgDqOw
Introduction
The Salesforce bot sends automatic notifications to the relevant x-bees conversation when an Opportunity reaches the Closed Won stage or when a Case is created.
Note: Salesforce bot is available on demand only. To set up the bot, please open Customer Care ticket.
Setup Instructions
Once the bot has been set up, follow the steps below so that bot sends notifications to the necessary x-bees conversation
Open x-bees and navigate to the conversation where you want to receive notifications. Click Add members, search for Salesforce Bot and add it to the conversation:
Copy the conversation’s link:
For Opportunities, open the relevant project in Salesforce and navigate to the field labeled x-bees Channel Link. Paste the conversation link into this field:
When an Opportunity reaches the Closed Won stage, the Salesforce bot sends an automated message to the x-bees conversation specified in the link
The notification includes the following information:
Opportunity Name
Stage
Owner
Salesforce Link (a clickable link to the Opportunity in Salesforce)
Note:
If you paste the conversation link into a Qualification Opportunity, the link will be transferred to the related Standard Opportunity when it is created. Or you can directly add the link to a Standard Opportunity.
If the link is only added to the Standard Opportunity, you will not receive notification for the Closed-Won Qualification Opportunity.
For Cases, open the relevant Case in Salesforce and navigate to the field labeled x-bees Channel Link. Paste the conversation link into this field:
When a Case is opened, the Salesforce bot sends an automated message to the x-bees conversation specified in the link
The notification includes the following information:
Company name
Contact name (the person who opened the case)
Company tier
Case status
Case number
Salesforce link (clickable link to the Case in Salesforce)
Case summary
Use Cases
Use Case 1: Improved Cross-Team Collaboration
Scenario: Depending on your organization workflow, there could be different stages after closing a deal. For example, once a deal is won, the customer success team may need to be notified to start preparing onboarding materials. Or the finance team has to generate an invoice.
Solution: By using Salesforce bot, the relevant teams can be instantly notified about a closed won and start preparing onboarding materials, invoices, etc. without waiting for a manual handoff by a colleague, reducing the waiting time for the customer.
Use Case 2: Real-time Monitoring
Scenario: Manager needs to monitor closed deals in real time
Solution: By sending automated notifications to x-bees conversation, Salesforce bot provides instant insights into your Sales team progress, in real time, without the need to open Salesforce. This reduces the need to constantly check Salesforce dashboards or rely on manual updates from sales representatives.
Use Case 3: Increased Transparency and Motivation
Scenario: You wish to promote more transparency within your Sales team
Solution: Once a salesperson closes a deal, the bot posts a message in the sales channel, informing about the closed won and opportunity owner, which can promote transparency, recognition and healthy competition within the Sales team.
Use Case 4: Instant Response to High-Tier & Urgent Support Issues
Scenario: Depending on your organization's support model, certain accounts may be entitled to faster response times (e.g., Tier 1 accounts or those with Platinum SLAs). When an urgent case is submitted by a high-value client, every minute counts toward meeting your contractual SLA.
Solution: By using the Salesforce bot, your high-priority support team can be instantly notified in a dedicated x-bees conversation the moment a case is created for a premium account. This allows the team to acknowledge the issue and begin troubleshooting immediately, ensuring SLA compliance for top-tier clients.