New Fast Pipeline in Salesforce Partner Community
This document describes how to use the New Fast Pipeline feature in Salesforce Partner Community.
Created: January 2026
Permalink: https://wildix.atlassian.net/wiki/x/EYCBc
Introduction
The button New Fast Pipeline offers a quick way to create an Account, Contact and Opportunity in a single guided flow. Instead of navigating through multiple screens and forms, you can capture the key customer details once and let the system automatically generate the related records.
Video
How to use
The button New Fast Pipeline offers a quick way to create an Account, Contact and Opportunity:
On the first screen that opens, fill out the following data and click Next:
Company Name - enter name of the Company
Email - enter email address
Phone - provide phone number of the Customer
Salutation - choose how to turn to the Customer
First Name - enter first name
Last Name - provide last name
Add Address - provide shipping address
You can also add shipping details. To do it, enable the toggle in front of Add Address? option:
Provide the receiver name and address:
On the next screen, enter business plan opportunity details:
Key Additional Features - choose the preferred features, e.g. voicebot, chatbot, Kite, SF integration
Stage - commonly, when you only create an Opportunity, it is Intro/ Qualification stage
Opportunity Type - choose if it is a New business or business existing not with Wildix
Interested Solution - select the preferred solution(s)
Total Users - enter the total number of users
Close Date - estimate the date when you expect to close the Project
Product of Interest - choose the product you are interested in (x-bees/ x-hoppers/ Collaboration)
Notes - add notes if required
When you click Next, the relevant three records are created in Partner Community: Account, Contact, and Opportunity.