SalesWings Toolbox for Salesforce

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

7 articles in this collection
Written by Philip Schweizer and Pauline from SalesWings

SalesWings Toolbox Integration Overview

SalesWings "Toolbox" for Salesforce CRM - Overview

Saleswings Toolbox brings flexible "fit scoring" or "profile scoring" to your Salesforce Org, and saves you weeks of custom development!

Written by Philip Schweizer
Updated over a week ago

SalesWings Toolbox package custom settings

Technical documentation on SalesWings Toolbox package technical options in Salesforce Setup.

Written by Pauline from SalesWings
Updated over a week ago

SalesWings Toolbox Rules Center

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

Written by Pauline from SalesWings
Updated over a week ago

SalesWings Toolbox scheduled job process overview

Overview of the scheduled job process for SalesWings Toolbox.

Written by Pauline from SalesWings
Updated over a week ago

SalesWings Toolbox FAQ's & Support Guides

Toolbox doesn't show all of my reports

You want to create a Toolbox rule within a tool set but can't see your reports

Written by Philip Schweizer
Updated over a week ago

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

Written by Pauline from SalesWings
Updated over a week ago

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

Written by Philip Schweizer
Updated over a week ago