There a few simple reasons why SalesWings data may not sync to Salesforce.

Firstly, keep in mind that SalesWings:

  1. Does only sync SalesWings data to existing Salesforce contacts or leads

  2. Does not create new contacts or leads

  3. Takes between 5 to 15 minutes to update data inside Salesforce

  4. Requires an assigned SalesWings licence inside Salesforce to see data

  5. Requires you to add SalesWings fields, Visualforce frames, and related lists to your lead, contact, and account layouts

 Therefore, to sync any data to Salesforce, you need to already have a lead or contact in Salesforce with the same email address which is tracked SalesWings.

Troubleshooting steps:

When looking for tracking data in Salesforce, make sure to always check the lead records, and contact records

1) Update to the latest Salesforce Package

  • Make sure you have the latest version installed by trying to reinstall the latest version here: https://www.saleswingsapp.com/sfdc-package/

  • If there is a newer version, make sure to update it and have a look at the release notes for details

  • Go to the Salesforce tab called "SalesWings Setup" and start the sync, and see the problem persists.

  • If you are already on the latest version continue below

You are already on the latest Salesforce package?

2) Did you install all fields in Salesforce correctly?

In case you cannot see certain fields on a record, follow this guide to make sure that all the Salesforce fields have been installed correctly.

3) Giving your team the right access

In case you cannot see any SalesWings data inside Salesforce or on specific lead/contact etc layouts, make sure that your users have the right Salesforce layouts assigned and the right permissions


4) Does every Salesforce user who needs to see data have a licence assigned to them from the app setup?

  1. Make sure to assign to SalesWings licences to Salesforce users as per this video

5) Make sure your the sync is active

  1. Go to your SalesWings settings in the SalesWings tab

https://helium.saleswings.pro/settings

2. Open the Salesforce section

3. Check if there is an active API token

> If YES, follow this guide and then proceed to next step.

> If NO:

  • Within the SalesWings settings, click "generate new API Token"

  • Copy the API Token

  • Go to Salesforce, and open the SalesWings tab (see image)

> Classic:

> Lightning:

  • If you have an API Token already there, then click "unlink account", reenter the new API Token, and click "Resume Sync"

  • If there is no token yet, enter the new API Token, and click "Resume Sync"

  • Wait for 5 - 15 minutes, and then check again.

 

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