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How to Enable and Use Salesforce Tab in x-bees

How to Enable and Use Salesforce Tab in x-bees

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

Other documentation: x-bees documentation

Created: May 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, only Cases are supported) independently of your current conversations. From this tab, you can monitor case lists, view 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 the tab, you can see the list of cases from Salesforce:

my-salesforce-cases-list.png

You can use the Search field to look for the necessary case:

my-salesforce-search.png

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

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.jpg

Open Case in Salesforce

By clicking Open in Saleforce, you can open the case in Salesforce:

open-in-saleforce.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 case via the Info Frame → Salesforce at least once. Otherwise, the button is inactive.