Congratulations!
You are about power up your Salesforce setup with the industry's leading lead intelligence solution.
Follow below steps to get up and running with our SalesWings Studio <> Salesforce CRM integration.
Table of content:
Part 1/3 - Set up of SalesWings Studio managed package in Salesforce
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
Before proceding with the effective installation of the package, Salesforce will prompt to select which users will access the package, whether Admins Only, All Users or Specific Profiles.
For better management, the suggested installation option to choose is Install for Admins Only. This will grant access to the application to users with System Administrator profile only.
Whether users are SysAdmins or not, it is best to assign each and every user who needs access to the app the appropriate permission set:
SW Studio Administrator: users who are allowed to turn the synchronization on and modify synchronization preferencesSW Studio User: users who “consume” to see SalesWings data.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
AccountandOpportunityrecords. 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
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. Then click on Manage Licenses.
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)
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.
Then, the API token needs to be copied and pasted under SW Studio Settings > Setup, and the Connect button must be pressed. Without completing this step it’s not possible to turn the sync on.
Connect screen (it is possible to click on the link in the description to see the steps required to obtain the token)
Once the connection is established turn the synchronization on.
Page status when connected and with synchronization activated
The user turning the sync on will be the user used for the data synchronization. At all times, it is important that such user remains active and be assigned the SW Studio Administrator permission set (the panel always provide visual feedback on whether the running user satisfies the requirements).
Optional: Install the package on a Sandbox.
When the package is installed on Sandboxes, a new option will appear in the Main Preferences menu of the SalesWings Studio App, disabled by default: Update to SalesWings on Sandbox. This option is disabled by default as it would send data back to SalesWings when matched Person Account, Contact or Lead records register updates for monitored fields. Normally only production should send data back to SalesWings, hence the disabled settings for Sandboxes.
III - Connect to Salesforce from the SalesWings cockpit
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.
Please note:
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 - Configure Layouts and Views
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.
Follow this guide to access best practices for layouts and views.
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
Part 3/3 - Understand possibilities (14 minutes)
Share this video with your sales, marketing and project team 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.
We sure hope this was helpful, and always appreciate feedback!
Kindly send us an email here if you need help with the set up: support@saleswingsapp.com