Salesforce Classic Integration - User Guide - English
This guide will lead you through the process of Salesforce Classic integration usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving.
Created: June 2019
Updated: September 2025
Permalink: https://wildix.atlassian.net/wiki/x/AArOAQ
Click-to-call
Call History
Search Bar for the contacts
Auto-detect existing contact and redirect to his page
Requirements:
x-bees:
WMS version: 6.01 or higher
Legacy Collaboration:
WMS version: 5.01 or higher
Wildix UC-Business or UC-Premium subscription plan
Collaboration 7:
WMS version: 7.01 or higher
Wildix UC-Business or UC-Premium subscription plan
Salesforce license with access to the Classic Platform
Activated Salesforce Payment Plan to set up Call Center, check the prices here
Your Salesforce domain should be whitelisted on the PBX
Note: When setting up the integration with Salesforce, a token is created. The token gets automatically updated once a year, after which users may be logged out and need to relogin to the integration again.
Link to the application
The integration is available for the installation through the Salesforce AppExchange.
Call Сenter
Setup
Step - 1
1 - Click on your Profile name
2 - Go to the My Settings page
Step - 2
Choose Advanced User Details subcategory
Press the Edit button
Scroll down to the Call Center field and press the Magnifier button
Step - 3
You see a popup with two options:
Wildix Classic Call Center - will work only for Classic interface
Wildix Lightning Call Center - will work only for Lightning version
Choose Wildix Classic Call Center and click Save.
Switch
In order to switch to Salesforce Lightning you also need to change Lighten Call Center.
Step - 1
1 - Click on your profile
2 - Go to the Settings page
Step - 2
Choose Advanced User Details subcategory
Press the Edit button
Scroll down to the Call Center field and press the Magnifier button
Step - 3
You see a popup with only one option. Click on Clear Search Results to get:
Wildix Classic Call Center - will work only for Classic interface
Wildix Lighten Call Center - will work only for Lightning version
Choose Lighten and click Save.
Enable Salesforce Telephony in WMS
To be able to log in to the integration and performs calls, make sure to install Salesforce Telephony in WMS:
Go to PBX -> Integrations -> Cloud integrations
Click on Salesforce Telephony:
Click Install:
The integration gets installed:
Note:
When Salesforce Telephony is installed, the relevant salesforce_telephony app is added to OAuth 2.0 applications in WMS -> Integrations -> Applications. Please do not delete it, otherwise the integration will not work.
In case of updating user name, extension, password, SIP password or email in WMS, user may need to relogin to Salesforce integration.
Application Usage
Keep Legacy Collaboration / Collaboration 7 / x-bees open while working with the app.
Once you have ended the setup process you can access the application on the left side of the page from all tabs except Reports and Dashboards.
The application contains four tabs: