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I don't see links to Salesforce records in SalesWings
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.

Philip Schweizer avatar
Written by Philip Schweizer
Updated over a week ago

Please go through this check list, to ensure there is no technical problem:

  1. Do you have Salesforce Enterprise or Salesforce Professional with API access? This is a requirement for it to work

  2. Is your account connected to the Salesforce API? Here is a help guide

  3. Is the person who connected to the Salesforce API a Salesforce Administrator? This makes sure we get visibility to all leads and contacts

  4. If you are connected, please note: Salesforce has strict API call limitations. To avoid that we use all your API calls, Saleswings updates leads with Salesforce links each time before they trigger a notification. This means we DON'T do a full sync of past contacts, but will update them step by step.We can manually update links for X amount of records for you. Please write us to support@saleswingsapp.com if you wish so.

  5. Did you recently connect to the Salesforce API? When a contact visits shortly before you connect to the API triggering a notification, then we will not check the Salesforce link right after you connect, since we don't send another notification and don't check unless there is a notification triggered.


Also:

  1. Is there a Salesforce lead or contact with the same email address as the SalesWings lead? SalesWings does not create Salesforce records. We look for a lead or contact with the same email address, and will put a link if we find one.

  2. We only provide links to Salesforce for leads / contacts who have a Salesforce lead / contact owner with a valid SALESWINGS licence. If all Salesforce lead / contact owners have a valid SalesWings licence, please make sure that the email address of the Salesforce user matches the email address of the corresponding Saleswings user.

  3. Is there a duplicate record in Salesforce? If we find duplicates in Salesforce, we will put a link to the Salesforce lead, and if it is 2 duplicate leads, we will take the last modified lead.


If you are ok with all points above but still feel something is missing, please let us know at support@saleswingsapp.com

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