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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

  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. 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

  2. Navigate to Salesforce Partner Community and click on it:


  3. Click Install to proceed with the activation:


  4. The integration gets installed: