Salesforce Sales Cloud CRM integration

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23 articles in this collection
Written by Philip Schweizer and Pauline from SalesWings

Guide: How to create a Salesforce report to track attribution with UTM parameters

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Written by Pauline from SalesWings
Updated over a week ago

How to check your SalesWings sync activity log in Salesforce

When it comes to monitoring the sync from Salesforce, there are a few options besides looking at the last time a successful sync occurred.
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Written by Pauline from SalesWings
Updated over a week ago

How to provide SalesWings with support access to your Salesforce Org

When SalesWings needs to investigate potential errors in your SFDC Org, we may request support access.
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Written by Philip Schweizer
Updated over a week ago

How to assign a SalesWings licence to a Salesforce user

To see SalesWings data, fields, reports, and other information in Salesforce, a SalesFORCE user needs to have a SalesWings licence assigned
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Written by Philip Schweizer
Updated over a week ago

Salesforce layouts, sales prioritization and sales insights

SalesWings provides valuable data points and insights for prioritization and intelligence for leads, contacts, accounts, and opportunities
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Written by Philip Schweizer
Updated over a week ago

Salesforce Reporting and Analytics

Use SalesWings data to report around activity, campaigns, channels, and for managerial insights
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Written by Pauline from SalesWings
Updated over a week ago

How to create a Salesforce custom type report for Prospect Scores (Multiple scores)?

This article will help you create a custom report type in Salesforce on prospect scores (multiple scores).
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Written by Pauline from SalesWings
Updated over a week ago

SalesWings for Salesforce Sync process overview

Overview of the Apex Jobs generated by the SalesWings x Salesforce sync process
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Written by Pauline from SalesWings
Updated over a week ago

How to show / hide individual lead / contact activities inside Salesforce on related list

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Written by Philip Schweizer
Updated over a week ago

How to enable Salesforce Sync Notifications?

Do you want to get a notification as soon as the sync between Salesforce and SalesWings is broken? Follow these easy steps!
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Written by Pauline from SalesWings
Updated over a week ago

How to map fields to set up multiple scoring in Salesforce?

Learn how to set up and map fields in Salesforce to see multiple scoring in your records. Remember, SalesWings support is only a chat away!
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Written by Pauline from SalesWings
Updated over a week ago

How to sync Salesforce to the SalesWings multiple-scoring Helium server?

Are you a migrated SalesWings Helium user wishing to connect your data to your Salesforce Org?
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Written by Pauline from SalesWings
Updated over a week ago

How to delete SalesWings Custom settings in Salesforce

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Written by Philip Schweizer
Updated over a week ago

Salesforce troubleshooting: Too many DML rows: 10001

If you have certain leads with a very high number of activity, you can adjust the match batch size to fine tune SalesWings in your Org.
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Written by Philip Schweizer
Updated over a week ago

Salesforce CRM integration

Learn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.
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Written by Philip Schweizer
Updated over a week ago

Salesforce <> Saleswings Tips [Video]

Here are a few handy tips how you can use Saleswings in combination with Salesforce best!
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Written by Philip Schweizer
Updated over a week ago

Salesforce Sync Package Option and Custom Settings

Technical documentation on Salesforce app technical options in Salesforce Setup.
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Written by Philip Schweizer
Updated over a week ago

Can I track emails sent from Salesforce?

Yes, you can track emails from SFDC mailer sent out of Salesforce. Here's a guide.
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Written by Philip Schweizer
Updated over a week ago

How can I limit Salesforce storage size for SalesWings data

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Written by Philip Schweizer
Updated over a week ago

Send Emails based on Lead Score in Salesforce

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Written by Philip Schweizer
Updated over a week ago

I don't see links to Salesforce records in SalesWings

If you cannot see links from your SalesWings leads to Salesforce records, this guide will help troubleshoot.
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Written by Philip Schweizer
Updated over a week ago

Salesforce is not syncing

Are you experiencing issues with your Salesforce package or installation? This helps you solve the issue, and remember we can always chat.
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Written by Philip Schweizer
Updated over a week ago

How to resume / restart the Salesforce sync

If your administrator has stopped the Salesforce sync, here's how to restart it.
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Written by Philip Schweizer
Updated over a week ago