Salesforce Partner Community Integration with x-bees
This Guide describes main points of Salesforce Partner Community Integration usage, including leads creation and management, logging activities and managing opportunities.
Other x-bees documentation: x-bees documentation.
Partner Community documentation: Salesforce Partner Community Guide.
Created: May 2023
Updated: June 2026
Permalink: https://wildix.atlassian.net/wiki/x/BAAtCw
- 1 Introduction
- 1.1 Demo Video
- 2 Create Leads
- 3 Create Contacts
- 4 Log Activities
- 5 View Lead Stage
- 6 View Activities
- 7 Multiple matches found in Salesforce Partner Community
- 8 Manage Opportunities
- 9 Manage Accounts
- 9.1 Access Account
- 9.2 Manage Accounts
- 10 View Cases
- 11 View calls/ conferences transcription and summary
Introduction
For Requirements and Activation, check the guide How to activate Salesforce Partner Community integration with x-bees.
From x-bees, it is possible to create new Salesforce Partner Community leads, manually log activities to Salesforce Partner Community. The user who performs an action on a Salesforce Partner Community record from x-bees is assigned as the author of this activity in Salesforce Partner Community. Also, it is possible to manage Salesforce Partner Community Opportunities right via x-bees.
Demo Video
Create Leads
In case you are communicating with a new contact, you can create Lead right via x-bees:
Open Info frame -> navigate to Salesforce Partner Community section
Click Create Lead
Enter Lead details and click Save
Create Contacts
Open Info frame -> navigate to Salesforce Partner Community section
Click Create Contact
Fill out contact details and click Create:
Log Activities
To manually log activities, open a Salesforce Partner Community lead on x-bees Info frame and click +Task:
When creating a Task, you need to enter Subject, Task Subtype, Status, Due Date, and Priority. If needed, you can also set Reminder. Reminders are displayed in Salesforce Partner Community.
Note: The calendar format depends on user's locale. For en_US, the calendar starts on Sunday with the month displayed first. For other locales, the calendar starts on Monday with the day displayed first.
It is possible to edit the created task or call logged via x-bees in Salesforce Partner Community.
Inbound and outbound calls via PBX are automatically logged for users that have a match in Salesforce Partner Community (leads, contacts, accounts) are displayed as completed tasks. The data of a logged call includes: participants, call type and duration, date and time the call was received/made, information about transfers.
Notes:
The timeout between the end of the call and the call being logged in Salesforce Partner Community is 10 minutes.
The below calls are not logged:
Received and missed PBX calls in case of an unknown number.
Calls that were cancelled or lasted less than 5 seconds.
Calls between users of the same PBX/ WMS Network.
If there are multiple matches, the match is chosen in the following priority:
Contact / Account / Lead that was last dialled or selected via the Wrong match button on the Info frame.
Note: It may take up to 15 minutes to sync the data across PBX users/ different devices.Then, match is prioritized by type Contact -> Account -> Lead, Contact having higher priority than Lead
If there are several matches of the same type, the last modified item is matched by default.
Note: The logging process follows the below rules:
The task is displayed as created by user, who actually created the task, or had a call with Salesforce Lead or Contact.
When the user who manually logged the activity is not in Salesforce Partner Community, in the Task Information section a comment is added informing whom the task was created by.
Internal activities, which involve only x-bees users are not logged.
View Lead Stage
You can also view the Lead stage. When the Lead stage is changed in Salesforce Partner Community, it is automatically synced with x-bees and displayed on the Info frame:
View Activities
Below you can find 3 tabs:
Summary: includes such information as Company, lead name, email, phone number, Record Owner
Account: includes Account information, such as email, phone, Record Owner and website
Tasks: allows to view activities
On the Summary tab, you can edit the General section by clicking the pencil icon. The following fields will be available for editing: Company, Salutation, First Name, Last Name, Contact Status, Account Name, Email, Phone, Mobile Phone.
On the Account tab you can view and edit general information including email, phone, website:
When you click on the Tasks tab, you can see upcoming and completed tasks:
Overdue tasks are displayed in red:
The Reload button allows you to manually refresh the data within the tab to display the most recent updates:
Note:
First 10 tasks/ activities are displayed. To view more tasks/ activities, click Show more.
The tasks/ activities list includes tasks/ activities which the current Lead/ Account / Contact was linked to.
Activities closer to the current date are displayed first on the Activity list.
Multiple matches found in Salesforce Partner Community
In case multiple matches were found in Salesforce Partner Community, you can see Wrong match? button:
Click on it to view matches found in Salesforce Partner Community. Then, you can either choose the necessary match and click Confirm (1) or click Create Lead (2) to create another lead: