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How to activate Salesforce Partner Community integration with x-bees
How to activate Salesforce Partner Community integration with x-bees
This Guide explains how to activate Salesforce Partner Community integration with x-bees.
Other documentation: x-bees Admin Guide
User Guide: Salesforce Partner Community Integration with x-bees
Created: December 2023
Updated: March 2025
Permalink: https://wildix.atlassian.net/wiki/x/AYB4R
Introduction
Salesforce Partner Community integration with x-bees enables logging of calls between users and Salesforce leads. From x-bees, users can create new leads, search for leads, view previous interactions with them, create tasks, log activities, start a new conversation or schedule a call with the lead, as well as manage opportunities.
Requirements
- x-bees-Standard license or higher
- Access to Wildix Salesforce Partner Community account
Installation
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. Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.
- It is possible to install either Salesforce integration or Salesforce Partner Community integration with x-bees. Usage of both integrations at the same time is not supported.
- Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
- Navigate to Salesforce Partner Community and click on it:
- Click Install to proceed with the activation:
- The integration gets installed:
, multiple selections available,