SalesWings Studio - Salesforce CRM integration
Helpful guides, tips and documentation around our Salesforce integration.
SalesWings Studio <> Salesforce integration - Get StartedLearn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.
SalesWings Studio - Settings PageLearn more about the SW Studio Settings page, designed to easily monitor the status of the app or adjust its behaviors.
SalesWings Salesforce Managed Package ObjectsThis article will help you understand what objects are created when installing the SalesWings Salesforce Managed Package.
SalesWings Studio Custom SettingsTechnical documentation on SalesWings Salesforce app' custom settings.
Salesforce layouts, sales prioritization and sales insightsSalesWings provides valuable data points and insights for prioritization and intelligence for leads, contacts, accounts, and opportunities
Salesforce Reporting, Dashboards, and AnalyticsUse SalesWings data to report around activity, campaigns, channels, and for managerial insights
How to provide SalesWings with support access to your Salesforce OrgWhen SalesWings needs to investigate potential errors in your SFDC Org, we may request support access.
How to test our managed package using our preflight checklist?This document details a series of checks that can be performed to confirm that SalesWings Studio is working correctly.
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).
How to assign a SalesWings Studio and/or Toolbox licence to a Salesforce userFollow this guide to understand how to assign SalesWings Studio and SalesWings Toolbox licences to users in Salesforce.
How to map multiple scoring fields 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!
How to create a Salesforce report to track attribution with UTM parameters
SalesWings Studio - Things to know when migrating to a New Salesforce Org
SalesWings for Salesforce - Overview of Synchronization MechanismRead this article to understand how the data is synchronized and consistent between SalesWings the Salesforce org.
SalesWings for Salesforce - The Workflow StepsOverview of the synchronization workflow between Salesforce Sales Cloud and SalesWings.
How to force a full SalesWings data synchronization ?Here are the steps to follow if you are being advised by our Success Team to perform a full SalesWings data synchronization.
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!
How to check your SalesWings sync activity log in SalesforceWhen it comes to monitoring the sync from Salesforce, there are a few options besides looking at the last time a successful sync occurred.