The SW Studio Settings page has been designed to offer a user-friendly experience when monitoring the status of the application or adjusting its options and behaviors. This page is available since SalesWings Studio versions 3.0+.
The page is organized in items accessible by means of the left menu.
The API token retrieved from your SalesWings cockpit 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).
The Data section allows to delete eventual optional datasets SalesWings created when certain preferences are active. Follow the instructions on video to make use of the functionality.
This item allows the user to monitor the execution status of the last 25 syncs.
By selecting a job all the statistics concerning the execution will be showed. From here it is possible to examine whether all steps executed correctly or weren’t. Each step provides statistics as to how many records were examined, successfully modified, or failed to be updated (along with an error message).
This item contains the general settings of the package. Not all custom settings are exposed but only the most significant ones for the user are.
This items provide the user with an easy-to-use interface to create score mappings for Account, Contact, Lead and Opportunity objects. (learn more about multiple score field mapping here)