You are about power up your Salesforce setup with the industry's leading lead intelligence solution.
We recommend watching our 3 step video series for a perfect setup!
Getting up and running with our Salesforce CRM integration
Part 1/3 - First Steps (8 minutes)
First you need to make the connection between SalesWings and Salesforce, before you can see and work with data.
Watch this first video to get the first steps right - you'll see, it's easy!
Initial connection to Salesforce and package installation
Licence management in Salesforce
Establishing the sync
(All you need to know for step 1 is covered in above video)
I - Install the SalesWings Salesforce managed package
A Salesforce Administrator needs to run the installation of our Salesforce managed package.
The installation packaged will do the following:
Install all required required custom fields, objects, relationships that are required
Allow you to establish the connection to SalesWings, and sync
Manage the user licences assignment
What is good to know:
The installation only takes about 5 minutes
Future updates need to be installed manually; watch out for email updates. You can subscribe to email updates here.
Without an assigned SalesWings licence in Salesforce, your team will not be able to see any data or fields (do this after the installation)
A Salesforce Administrator needs to install it
After the installation, watch Part 2/3 of the video series, before configuring layouts etc.
if you want to see an overview of the components are about to be created/updated you can click on the "View Components" button during the managed package installation.
For a given version installed in an environment, you can find a complete list of metadata components, which includes custom fields by going to Setup → Installed Packages → SalesWings for Salesforce → View Components. You can then filter by "Custom Field" type to get all custom fields.
II - Connect to the SalesWings Project from Salesforce
After the installation the SalesWings Setup page prompts the user to provide the API token associated with the SalesWings project. The API token, than can be retrieved by accessing the SalesWings cockpit Settings page, needs to be copied and pasted here. Then the Connect button must be pressed.
Without completing this step it’s not possible to turn the sync on.
Optional: Install the package on a Sandbox.
Follow these steps if you need to install the SalesWings for Salesforce package on a Sandbox, and sync recent data in a way that wont alter with the production package.
III - Connecting to Salesforce from the SalesWings cockpit (optional):
A Salesforce Administrator needs to first connect SalesWings to the API - once for the entire SalesWings account.
This will make sure that SalesWings looks up the Salesforce lead, contact or person account owners, and assign the leads in SalesWings to the right person - to notify the right person about interested lead activity. Furthermore, this will provide a direct link to the Salesforce record!
From the SalesWings cockpit Settings page the additional step of authorizing access to the Salesforce org can be performed. Click on the CONNECT TO SALESFORCE button.
This is optional and not necessary for the core of our integration
This requires the Salesforce Enterprise plan with API access, or any other Salesforce plan with API access.
A Salesforce Administrator with access to ALL leads, contacts and person accounts needs to connect to the API
Only 1 Salesforce Administrator has to do this, for the entire organization
SalesWings will only accept lead, contact or person account owners who have an active SalesWings licence with the same email address as the Salesforce user account. Otherwise SalesWings will ignore the Salesforce owner and leave the SalesWings lead assigned to the current owner.
>> If you're a Salesforce Administrator, go now to your SalesWings settings to do so: Settings
Part 2/3 - Understand possibilities (14 minutes)
Share this video with your sales, marketing and project team!
Before configuring your layouts and views, watch this second video to understand all the power that SalesWings can bring to your team - enjoy!
See SalesWings in action!
Discover examples, ideas, inspiration
Understand the SalesWings power and data
Make sure that relevant people in your sales and marketing team watch this video as well. This way, they will be able to tell how they work in Salesforce today and what SalesWings data that they would like to use.
Part 3/3 - Configure your Salesforce Org (29 minutes)
Make sure to understand how your sales team is working today, in order to configure the right layouts, views, and reports. Watch and share video 2 with your team, so that they can share their wishes with you before you start with the configuration.
This video will cover:
How to add fields to lead / contact / account layouts, views, reports
Detailed "How to" of administration jobs
Dashboard and its possibilities
(All you need to know for step 3 is covered in above video)
We sure hope this was helpful, and always appreciate feedback!
Kindly send us an email here if you need help with the set up: firstname.lastname@example.org