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Wilma integration with Salesforce and Salesforce Partner Community

Wilma integration with Salesforce and Salesforce Partner Community

This guide explains how to use the Wilma assistant to retrieve data from Salesforce directly within x-bees.

Related documentation: Wilma AI Assistant in x-bees

Created: May 2026

Permalink: https://wildix.atlassian.net/wiki/x/AYDRhg

Introduction

Wilma AI assistant now features integration with Salesforce and Salesforce Partner Community. This feature allows users to request Salesforce / Salesforce Partner Community data right within x-bees, such as contact details, tasks, and opportunities without requiring you to switch between applications.

Requirements

  • x-bees Standard or x-bees SuperBee subscription plan

  • Active Salesforce / Salesforce Partner Community integration with x-bees

Note: Wilma has read-only access to Salesforce/ Salesforce Partner Community, allowing only to retrieve data. Creating, editing, or deleting records via Wilma is not supported.

How to Use

You can use the Wilma button inside a conversation (both personal and group chats) and in Revenue Intelligence.

  1. Open the conversation with the necessary contact and click Wilma button:

wilma-button-in-conversation.png

  1. Use any of the quick actions or write your request in the bottom field:

wilma-quick-actions.jpg

  1. Get the response:

wilma-integration-with-salesforce-response.jpg

When used in the conversation, Wilma uses context of the conversation and the information about the Contact / Lead that is present in the current conversation.

Use Cases

Using Wilma integration with Salesforce / Salesforce Partner Community, you can get the following information :

  • Contact and Lead information: ask Wilma to pull full details for a specific person using their name, email, or phone number.
    Examples:

    • Get complete information about the contact

    • Who is the owner of the lead with email [email@address.com]?

    • Show me the contact details for phone number [phone number]

    • List all contacts that belong to the domain

  • Tasks and activities: ask Wilma to help you organize your day by summarizing your Salesforce "To-Do" list.
    Examples:

    • What are my current tasks for today?

    • Show me a list of my overdue tasks.

    • What should I focus on today based on my Salesforce data?

    • Prepare a to-do list for me based on my open Salesforce activities.

  • Check the status of Opportunities: ask Wilma to check the status of deals and pipelines without opening the Salesforce CRM.
    Examples:

    • Check for any open opportunities related to [Company Name].

    • What is the current stage of the [Opportunity Name] deal?

    • List all opportunities closing this month.

    • Show me the total value of opportunities for [Contact Name].

  • Support Cases: you can check if the customer have any ongoing support issues.

    Examples:

    • Are there any open cases for [Contact Name]?

    • Show me the latest status of case number [Case ID].

    • What was the last support interaction for this client?

FAQ

Can Wilma update my Salesforce records?
No. Currently, the integration only supports data retrieval. Even if you try to make changes, the request is blocked by the integration layer.

Do I need to provide a Salesforce ID?
No. You can use an email address, phone number, or name.