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

Back to cockpit >>

Homepage

Login

Interactions (NEW)

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.