SalesWings Toolbox for Salesforce
User-friendly and flexible Lead Grading for Salesforce Sales Cloud.
SalesWings "Toolbox" for Salesforce CRM - OverviewSaleswings Toolbox provides you with a versatile tool for Salesforce native scoring, field data cleaning and harmonization, routing and assignment - and much more.
SalesWings Toolbox package custom settingsTechnical documentation on SalesWings Toolbox package custom setting objects in Salesforce Setup.
SalesWings Toolbox Rules CenterFollow this guide to discover the user-friendly SalesWings Toolbox Rules Center
SalesWings Toolbox Execution MechanismOverview of the SalesWings Toolbox execution mechanism.
SalesWings Toolbox - Things to knowDue 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.
I see a “not valid reference field name” error when trying to save a rule in SalesWings Toolbox
How to activate Rules in the SalesWings ToolboxFollow this guide to activate rules in the SalesWings Toolbox
SalesWings Toolbox - What field level security (FLS) should be given to Toolbox target fields in rule sets?
How to fix invalid SESSION ID in SW ToolboxWhen creating a rule and attempting to save it, you may have encountered an invalid SESSION ID error message. Follow these steps to fix it!