SalesWings

Pauline from SalesWings

Philip Schweizer

Desmond Wolkins

Learn about our offering, solutions and integrations into Salesforce Sales Cloud CRM.

SalesWings for Salesforce Sales Cloud

User-friendly and flexible Lead Grading for Salesforce Sales Cloud.

SalesWings Toolbox for Salesforce

Saleswings Toolbox provides you with a versatile tool for Salesforce native scoring, field data cleaning and harmonization, routing and assignment - and much more.

SalesWings "Toolbox" for Salesforce CRM - Overview

Technical documentation on SalesWings Toolbox package custom setting objects in Salesforce Setup.

SalesWings Toolbox package custom settings

Follow this guide to discover the user-friendly SalesWings Toolbox Rules Center

SalesWings Toolbox Rules Center

Overview of the SalesWings Toolbox execution mechanism.

SalesWings Toolbox Execution Mechanism

SalesWings Toolbox Integration Overview

Due to the nature of the product, there are some aspects of the SalesWings Toolbox that one needs to be aware of. They are listed below.

SalesWings Toolbox - Things to know

I see a “not valid reference field name” error when trying to save a rule in SalesWings Toolbox

Follow this guide to activate rules in the SalesWings Toolbox

How to activate Rules in the SalesWings Toolbox

SalesWings Toolbox - What field level security (FLS) should be given to Toolbox target fields in rule sets?

When creating a rule and attempting to save it, you may have encountered an invalid SESSION ID error message. Follow these steps to fix it!

How to fix invalid SESSION ID in SW Toolbox

SalesWings Toolbox FAQ's & Support Guides

Helpful guides, tips and documentation around our Salesforce integration.

SalesWings Studio - Salesforce CRM integration

Learn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.

SalesWings Studio <> Salesforce integration - Get Started

Learn more about the SW Studio Settings page, designed to easily monitor the status of the app or adjust its behaviors.

SalesWings Studio - Settings Page

This article will help you understand what objects are created when installing the SalesWings Salesforce Managed Package.

SalesWings Salesforce Managed Package Objects

Technical documentation on SalesWings Salesforce app' custom settings.

SalesWings Studio Custom Settings

SalesWings provides valuable data points and insights for prioritization and intelligence for leads, contacts, accounts, and opportunities

Salesforce layouts, sales prioritization and sales insights

Use SalesWings data to report around activity, campaigns, channels, and for managerial insights

Salesforce Reporting, Dashboards, and Analytics

SalesWings x Salesforce Integration Overview & Best Practices

When SalesWings needs to investigate potential errors in your SFDC Org, we may request support access.

How to provide SalesWings with support access to your Salesforce Org

This document details a series of checks that can be performed to confirm that SalesWings Studio is working correctly.

How to test our managed package using our preflight checklist?

This article will help you create a custom report type in Salesforce on prospect scores (multiple scores).

How to create a Salesforce custom type report for Prospect Scores (Multiple scores)?

Follow this guide to understand how to assign SalesWings Studio and SalesWings Toolbox licences to users in Salesforce.

How to assign a SalesWings Studio and/or Toolbox licence to a Salesforce user

Learn how to set up and map fields in Salesforce to see multiple scoring in your records. Remember, SalesWings support is only a chat away!

How to map multiple scoring fields in Salesforce?

How to create a Salesforce report to track attribution with UTM parameters

SalesWings Studio - Things to know when migrating to a New Salesforce Org

SalesWings x Salesforce How To Guides

Read this article to understand how the data is synchronized and consistent between SalesWings the Salesforce org.

SalesWings for Salesforce - Overview of Synchronization Mechanism

Overview of the synchronization workflow between Salesforce Sales Cloud and SalesWings.

SalesWings for Salesforce - The Workflow Steps

Here are the steps to follow if you are being advised by our Success Team to perform a full SalesWings data synchronization.

How to force a full SalesWings data synchronization ?

Do you want to get a notification as soon as the sync between Salesforce and SalesWings is broken? Follow these easy steps!

How to enable Salesforce Sync Notifications?

When it comes to monitoring the sync from Salesforce, there are a few options besides looking at the last time a successful sync occurred.

How to check your SalesWings sync activity log in Salesforce

SalesWings x Salesforce Sync Overview 

To get started with Notifications in Salesforce using SalesWings Data, you must start with an Alerter Subflow.

Prerequisites for Salesforce Notifications using SalesWings Data.

Automatically alert your sales team when key SalesWings Tags are triggered. This flow detects new tag assignments on Leads/Contacts and, using the Alerter Subflow, sends instant Salesforce notifications or emails…

Get Notified in Salesforce When a SalesWings Tag is Triggered

Alert your sales team the moment a SalesWings score crosses a key threshold. This flow monitors score updates, identifies which Leads or Contacts are impacted, to send real-time Salesforce notifications…

Get Notified in Salesforce When a SalesWings Score Threshold is Reached

Get notified about important SalesWings signals via Salesforce Alerts

Using Salesforce to set up SalesWings Alerts

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