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.
As first installation step, Salesforce asks which users the package will be made available to: Admins Only, All Users or Specific Profiles.
Installation Options
We encourage to select Install for Admins Only for the following reasons:
It will prevent regular users - non-administrators - from accessing protected areas of the application (e.g. Settings page).
It will simplify deploying future permission changes during package upgrade.
It will make it easier for System Administrator to manage access to the application instead of tweaking Salesforce profiles.
Permission Sets
After the installation of the package, proceed with assigning the proper permission sets to all the users that need access to the application. The permission sets are:
SW Studio Administrator(API NameSalesWings_User): to be given to those users who activate/deactive/run the sync as well as accessing the Settings pageSW Studio User(API NameSalesWings_Data_Manipulation): to be given to all those users who want to visualize SalesWings data.SW Toolbox User: 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.
IMPORTANT: due to Salesforce intrinsic limitations when working with custom objects that have a master-detail relationships toward standard objects, an additional step will be required in order for regular users to have correct access when accessing SW Insights on Account and Opportunity records. The System Administrator will need to:
create a custom permission set (e.g.
SW Studio User Addendum)enable
Readaccess for the following custom objects:SW Account Score,SW Account Tag,SW Opportunity Score,SW Opportunity Score
assign the permission set to all users already having
SW Studio User
Package License
If the license is on a per-user basis, all users that need to access the application will need to receive a license. Head to Salesforce > Installed Packages and identify SalesWings Studio and/or SalesWings Toolbox. Then click on Manage Licenses. Add all the necessary users, which should be all those who have already received a SalesWings permission set.
[Optional] Automate User Access Policies
Understandably, the work require to set up the application access isn’t very small and, depending on the number of users that need it, it could be time consuming. Fortunately, starting with Spring '24, Salesforce introduced a handy feature available to all Salesforce administrators (Enterprise and Unlimited Edition): User Access Policies.
This feature allows an administrator to automate the assignment of permission set and license based on criteria he can define. In order to enable such feature, if it’s not already, head to Users > Users Management Settings and turn on User Access Policies.
After enablement a new menu item will be accessible on the left: User Access Policies. Head to it and click on New User Access Policy (define a policy name, e.g. SalesWings Studio).
Define the criteria to satisfy for the policy to be applied, by clicking on the Edit Criteria button.
As an example, we will identify users with Standard User profile as recipients of the policy.
After saving criteria and action it is then possible to apply the policy manually, by clicking on Apply Policy, or automate it - so that it runs without manual intervention - by clicking on Automate Policy. When clicking on Automate Policy, you must also define when the policy will trigger, as shown in the screenshot below.
By using User Access Policies the work of managing access details is greatly simplified, giving back Administrators time to work on more important things.
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