Test | Steps | Expected Result |
Connection | Open SalesWing Studio app and head to in SW Studio Setup page Enter the API token in the API token field box and click Connect . Turn the sync On
| The sync is turned on and the next cycle has been queued and will run in a minute, roughly In the Setup > Scheduled Apex Jobs page a new scheduled jobs has been enqueued: SalesWings Studio : Watcher
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Synchronization | Wait for the synchronization to complete the first cycle
| Once the synchronization has run, the next sync will be queued (to run after the number of minutes as defined in the SW Studio Options custom setting) A Last Execution box will appear in the SW Studio Setup page showing the status of the last execution In the SW Apex Jobs tab a new record was created at the completion of the cycle, detailing all the steps the synchronization performed
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Linking | Create a Contact/Lead record with email address corresponding to any prospect email address present in SalesWings Wait for the synchronization to complete a new cycle
| The Contact/Lead SalesWings fields was populated with information coming from SalesWings (including eventual tags, scores and page visits, if enabled) If the Contact/Lead owner email corresponds to a SalesWings cockpit user, the SalesWings assignee for the prospect changed to the corresponding Contact/Lead owner.
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Updating from Salesforce (only when API access is activated- on Production) | Set a Contact/Lead record as SalesWings favorite
| The SalesWings prospect in the cockpit has now been flagged as favorite
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Updating from SalesWings | Through the SalesWings cockpit, set the previously SalesWings prospect set as favorite as non-favorite Wait for the synchronization to complete a new cycle
| The Salesforce matching Contact/Lead record has now been flagged as non-favorite
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Conversion | Convert a Lead enriched by SalesWings data to a Contact
| The Contact retained all the SalesWings field values present in the lead (including eventual tags, scores and page visits, if enabled) without needing to wait for another synchronization cycle
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Unlinking | Unlink a Contact/Lead record currently connected with a SalesWings prospect by changing its email value to empty or an email address not present as SalesWings prospect Wait for the synchronization to complete a new cycle
| The Contact/Lead record has been stripped of all SalesWings values (including eventual tags, scores and page visits, if enabled)
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Account Temperature | Link 2 or more Contact records with a SalesWings prospect. Wait for the synchronization to complete a new cycle
| The parent Account record for the linked Contact records SW Predictive Account Score Text field has been calculated accordingly.
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Pages | Open SalesWing Studio app and head to in SW Studio Setup page Enable Page Visits
| For any Contact/Lead record linked to a SalesWings prospect page visits information are now present as child record
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Full Sync | Open SalesWing Studio app and head to in SW Studio Setup page Click on the Queue button under Synchronize all SalesWings data Wait for the synchronization to complete a new cycle
| The sync might have taken a greater amount of time to complete, depending on the number of SalesWings prospects and Salesforce Account/Contact/Lead records. In SW Studio Setup page the Queue button is now available for being pressed again
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