Salesforce Integrations Overview
This guide provides an overview of available Salesforce integration components.
For detailed information please refer to: Optimizing Your Salesforce Integration Experience.
Created: July 2025
Permalink: https://wildix.atlassian.net/wiki/x/AYAzUQ
Allows to click numbers and call them right in Salesforce Lightning using Wildix app. The features include: click-to-call, dialpad, incoming/ outgoing call popup, call history, search Bar for contacts, auto-detecting existing contacts and redirect to their page, integration with Sales Engagement (High Velocity Sales) by automating outgoing calls from the task list.
Enables users to click on phone numbers and call them directly within Salesforce Classic. Features include click‑to‑call, call history, a contact search bar, and automatic detection of existing contacts with quick navigation to their pages.
A comprehensive solution which allows to add and interact with leads, create tasks, log activities directly in x-bees Info frame, as well as automatically log calls with transcriptions and conferences that occur in x-bees. Additionally, there are features available on demand like managing Opprotunities in x-bees and support for Custom Objects.
If you use Einstein Activity Capture in Salesforce, any x‑bees meetings you schedule in Google or Microsoft 365 will also be automatically logged as activities in Salesforce.
Note: The integration requires two components to be installed: Salesforce client integration and Salesforce Auto Logging. See more in this guide.
Sends automatic notifications to x-bees conversation when an opportunity is marked Closed Won, helping to improve collaboration, transparency, and real‑time updates on deals.
Ensures automatic logging of all inbound and outbound calls and conferences as completed tasks for matched leads in Salesforce. This streamlines activity tracking, improves visibility across teams and helps build a complete communication history for every customer. Auto logging can be further enhanced with Salesforce Insight Boost, which is available on demand. It is a smart AI-driven tool that captures call details, provides key insights into prospects and opportunities, and gives sales teams the information they need to streamline their process and close more deals.
Integration with Salesforce Experience Cloud for more effective management of Partner ecosystem. This integration lets you track Partner activities, such as leads and opportunities, directly through x‑bees and Salesforce. The integration also empowers Partners to manage leads, create quotes, and submit cases directly within the Salesforce Partner Community, streamlining their processes and enabling to drive business more efficiently.