Salesforce Integration with x-bees – Admin Guide

Introduction

Salesforce integration enables automatic logging of calls and conferences that take place on the Wildix system between users and Salesforce leads. From x-bees, users can create new Salesforce leads, find existing leads, view all the previous interactions with them, create tasks, log activities and start a new conversation or schedule a call with them. 
Also, Salesforce integration with x-bees allows to manage Salesforce Opportunities, track stages, view and edit summary, view and edit notes and tasks. 

Requirements

• x-bees-Standard license or higher
• Admin access to Salesforce Classic or Lightning account
• Salesforce license with API access. API access is included in the following Salesforce editions:
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

API access is not included in the following versions:

• Professional Edition: API access can be purchased from Salesforce
• Essential Edition

Information: https://help.salesforce.com/s/articleView?id=000326486&type=1.

Installation

Installation consists of 3 steps:

1. Install Salesforce Auto Logging integration: it ensures automatic logging of calls and conferences that take place in x-bees between users and Salesforce leads; also, the integration ensures contact lookup for calls
2. Install Salesforce integration: this allows to view Salesforce lead data on the Info frame in x-bees, see Salesforce contacts in Live Search and Dialpad search, create tasks and new Salesforce leads, and manage Salesforce Opportunities via x-bees
3. Update Salesforce Settings: for correct work of Salesforce integration with x-bees

Step 1. Install Salesforce Auto Logging integration

1. Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
   

   Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees (not Cloud integrations). Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.    

2. Wildix Integration Hub opens
   
3. Click Salesforce Auto Logging:
   
   
4. Select an environment (live/ sandbox) and click Install:
   
   
   
5. Log in to your account. Salesforce Auto Logging integration gets activated:
   
    

Step 2. Install Salesforce integration

1. Go to WMS Settings -> PBX -> Integrations -> Cloud integrations, click Client Integrations:
   
   
   
   
2. Proceed to the Ready Integrations tab and under Salesforce, click Install:
   
   
3. The integration gets installed:
   
   
4. Once it is installed, the integration appears on the Manage Integrations tab:
   
   
   
5. If you click on the Salesforce integration, you can edit its settings if required (e.g. make available only to some users, block access to certain users, etc.). For more information about the settings and how to manage them, check out the guide How to set up Client integrations.

Step 3. Update Salesforce settings

In Salesforce, you need to proceed with the following steps:

1. Configure CORS settings
2. Configure Profile permissions 
3. Authorize the Salesforce Admin to perform Author and Owner changes

CORS settings

• Go to Salesforce Setup (the Gear icon in the upper right-hand part of the screen)

• From Setup left panel, under SETTINGS, go to Security -> CORS
• Click New, then add the following domains one by one:
  
  • https://integrations.x-bees.com
  • https://stage.integrations.x-bees.com

For more details and instructions, check Salesforce documentation.

• It is also required to enable CORS for the supported OAuth endpoints in CORS -> Cross-Origin Resource Sharing (CORS) Policy Settings. For more details, check this link

Configure Profile permissions

Also, you need to make the following changes in Salesforce settings for the integration to work:

• From Setup left panel, under ADMINISTRATION, go to Users -> User Management Settings
• Enable Enhanced Profile User Interface
  
  
  
• Proceed to Users -> Profiles
  
  
  
  
• Select the profile you need and click on it
• Proceed to Object Settings
  
  
  
• In Object Settings list, find the following objects:
  1. Leads
  2. Contacts
  3. Accounts
     
     
• Click on the above mentioned objects one by one -> on the Object page and provide the following permissions 

  1. Leads: Name, Email, Phone, OwnerId, MobilePhone, Company

  2. Contacts: Name, Email, Phone, OwnerId, MobilePhone

  3. Account: Name, Phone, OwnerId

To provide the necessary permissions, click Edit and in the Field Permissions list make sure the relevant checkboxes (both Read Access and Edit Access) are ticked off:

• Save the settings

Authorize the SF Admin to perform Author and Owner changes

Below you can find the instruction on how to authorize the SF admin to perform Author and Owner changes. Follow this instruction to make sure that logging activities can be performed and leads are created with the correct Author and Owner in SF.

• From Setup left panel, under ADMINISTRATION, go to Users -> Users
  
  
  
• Find the System Administrator profile and click to open it
  
  
  
• Click Clone. Clone Profile screen opens
  
  
• Add the following Profile Name: SystemAdminWithCreatedBy and click Save
  
  
  
• The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions 
  
  
  
• Click Edit
  
• Scroll down to Set Audit Fields upon Record Creation (Set audit fields, such as Created By and Last Modified By, when you create a record (API only).) and put the tick
  
  
  
• Scroll up and click Save. Permission Changes Configuration window opens. Click Save again
  
  
  
• On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry
  
  
  
• Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save
  
  

Video available.

Once the integrations are installed, 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