Salesforce CRM integration
Helpful guides, tips and documentation around our Salesforce integration.
By Pauline and 2 others3 authors25 articles
Salesforce CRM integration - Get StartedLearn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.
SalesWings Studio App - Settings PageLearn more about the SW Studio Settings page, designed to easily monitor the status of the app or adjust its behaviors.
SalesWings Salesforce Managed Package ObjectsThis article will help you understand what objects are created when installing the SalesWings Salesforce Managed Package.
SalesWings Studio Custom SettingsTechnical documentation on SalesWings Salesforce app' custom settings.
Salesforce layouts, sales prioritization and sales insightsSalesWings provides valuable data points and insights for prioritization and intelligence for leads, contacts, accounts, and opportunities
Salesforce Reporting, Dashboards, and AnalyticsUse SalesWings data to report around activity, campaigns, channels, and for managerial insights
How to provide SalesWings with support access to your Salesforce OrgWhen SalesWings needs to investigate potential errors in your SFDC Org, we may request support access.
How to test our managed package using our preflight checklist?Before launching on production, you'd like to do some quick checks? You've come to the right place!
How to connect SalesWings to Salesforce Sandbox and Production orgsFollow these steps to connect your SalesWings cockpit to multi-org (Sandbox & Production)
How to create a Salesforce custom type report for Prospect Scores (Multiple scores)?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 Opportunity Tags?This article will help you create a custom report type in Salesforce on Opportunity Tags.
How to assign a SalesWings licence to a Salesforce userTo see SalesWings data, fields, reports, and other information in Salesforce, a SalesFORCE user needs to have a SalesWings licence assigned
How to set up SalesWings in a Salesforce org with Person Accounts enabled?Follow this guide to know how to set up SalesWings with a Salesforce organization where Person Accounts are enabled.
How to map multiple scoring fields in Salesforce?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 abort SalesWings Apex jobsFollow these steps to abort the Saleswings sync Apex jobs manually.
How to show / hide individual lead / contact activities inside Salesforce on related list
How to create a Salesforce report to track attribution with UTM parameters
Salesforce Tricks 💡SalesWings tips and tricks in combination with our Salesforce integration.
SalesWings for Salesforce - Overview of Synchronization MechanismRead this article to understand how the data is synchronized and consistent between SalesWings the Salesforce org.
SalesWings for Salesforce - The Workflow StepsOverview of the synchronization workflow between Salesforce Sales Cloud and SalesWings.
How to resume / restart the Salesforce syncIf your administrator has stopped the Salesforce sync, here's how to restart it.
How to force a full SalesWings data synchronization ?Here are the steps to follow if you are being advised by our Success Team to perform a full SalesWings data synchronization.
How to enable Salesforce Sync Notifications?Do you want to get a notification as soon as the sync between Salesforce and SalesWings is broken? Follow these easy steps!
How to check your SalesWings sync activity log in SalesforceWhen it comes to monitoring the sync from Salesforce, there are a few options besides looking at the last time a successful sync occurred.