SalesWings Toolbox for Salesforce
User-friendly and flexible Lead Grading for Salesforce Sales Cloud.
SalesWings "Toolbox" for Salesforce CRM - OverviewSaleswings Toolbox brings flexible "fit scoring" or "profile scoring" to your Salesforce Org, and saves you weeks of custom development!
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!