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How to assign a SalesWings licence to a Salesforce user

Follow this guide to understand how to assign SalesWings Studio and SalesWings Toolbox licences to users in Salesforce.

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

Please speak to your Salesforce administrator to get a licence assigned to your Salesforce user so that you can see/work with the SalesWings data inside Salesforce CRM.

1) Go to Setup

2) Open the Installed Packages view in Setup

3) Look for the SalesWings Studio Package

4) Click on "Manage Licences"

5) You can then add users to the licences, up to the number of licences included in your package. Only users with a SalesWings Studio licence will be able to see SalesWings insights on Leads, Contacts, Accounts and Opportunities.

6) Save

7) Look for the SalesWings Toolbox Package

8) Click on "Manage Licences"

9) You can then add users to the package, up to the number of licences included in your package. Usually, only users who will create grading rules in the Toolbox should be assigned a licence, as well as the Salesforce Admin user in charge of running the sync.

6) Save

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