/
How to Enable and Use Salesforce Tab in x-bees

How to Enable and Use Salesforce Tab in x-bees

Scroll Export Button

This guide explains how to activate and use the Salesforce tab in x-bees.

Other documentation: x-bees documentation

Created: July 2026

Updated: August 2026

Permalink: https://wildix.atlassian.net/wiki/x/AQB-hw

Introduction

The Salesforce tab provides a workspace in x-bees to view and manage Salesforce records. Unlike the standard Info menu, which is tied to active chats, this tab allows you to browse and manage Salesforce objects (currently, Cases and Leads are supported) independently of your current conversations. From this tab, you can monitor case lists, view case and lead details, and quickly jump into the associated x-bees conversation.

Requirements

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

  • Salesforce integration configured and enabled for your organization

  • Salesforce integration activated in x-bees

How to Enable

Note: The tab should be enabled by admin on the PBX side.

  1. Go to WMS -> PBX -> Integrations -> Cloud Integrations ->  Salesforce integration 

  2. Navigate to the Integration type section and click on the Tab view tab

tab-view-tab.png

  1. Activate the option:

tab-view-enabled.png

  1. Select tab icon

  2. Click Save changes to apply the changes

tab-view-save-changes.png

How to Use the Salesforce Tab

Once the tab view is enabled, you can see the Salesforce tab on the left-side panel in x-bees:

salesforce-tab.png

On My Salesforce window, you can see two tabs: Lead and Case list of cases from Salesforce:

my-salesforce-cases-list.png

You can use the Search field to look for the necessary Case or Lead:

my-salesforce-search.png

Lead tab

Note: The Lead tab includes only Leads that were not yet converted/ closed.

On the Lead tab, you can select the necessary Lead and view the following information:

  • Company name, Lead name and stage

lead-name-and-stage.png

  • General information, including email, mobile phone, record owner, record type, etc.

lead-general-information.png

  • Lead information, Opportunity and Address

lead-information-opportunity-address.png

To edit General information or other sections, click on the Pencil icon:

edit-lead-information.png

Make the necessary changes and click Save:

edit-information-save.jpg

  • Clicking on the Tasks tab, you can view upcoming and completed tasks related to the Lead:

lead-tasks-tab.jpg

 

You can also open the Lead page in Salesforce, create task, and open chat with the Lead in x-bees.

Case tab

On the right, you can see such information as case number (in the title), case status, priority, record type, case reason, contact and account names, status of the account:

my-salesforce-case-info.png

Contact Name, Account Name and Parent Case include clickable links, which allow to open the related records in Salesforce.

clickable-links-on-cases-page.png

In the Summary section, you can view general information like case owner, origin, case number and type.

my-salesforce-case-summary.png

If you need to edit the data, click the Edit button (pencil icon):

edit-summary.png

Make the necessary changes and click Save:

edit-summary.jpg

To edit subject and description, click the Edit button (pencil icon) in the Description section:

edit-case-description.png

Update subject and description and click Save:

update-description.png

You can also filter Cases if required. The following options are available:

  • My Cases

  • Opened Cases

  • Closed Cases

filter-cases.jpg

You can also filter cases by predefined lists, synced from Salesforce:

filter-cases-by-predefined-lists.jpg

To sort Cases, click the Sort button. There, you can sort Cases by last modified/ last opened date, by status and priority:

sort-cases.jpg

 

Open in Salesforce

By clicking Open in Saleforce, you can open the Lead/ Case in Salesforce:

open-in-salesforce-button.png

Open Chat

You can open chat with the contact directly from the Salesforce tab, by clicking the Open chat button at the top:

open-chat-button.png

Current limitation: To be able to open chat from the Salesforce tab, you need to previously open the Lead/ Case via the Info Frame → Salesforce at least once. Otherwise, the button is inactive.