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Salesforce Sales Cloud CRM integration
Salesforce Sales Cloud CRM integration
22 articles in this collection
Written by
Philip Schweizer,
Pauline from SalesWings,
and
Salah from SalesWings
SalesWings x Salesforce Integration Overview & Best Practices
Salesforce CRM integration
Learn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.
Written by
Philip Schweizer
Updated over a week ago
Salesforce layouts, sales prioritization and sales insights
SalesWings provides valuable data points and insights for prioritization and intelligence for leads, contacts, accounts, and opportunities
Written by
Philip Schweizer
Updated over a week ago
Salesforce Reporting and Analytics
Use SalesWings data to report around activity, campaigns, channels, and for managerial insights
Written by
Pauline from SalesWings
Updated over a week ago
SalesWings x Salesforce Sync Overview
SalesWings for Salesforce Sync process overview
Overview of the synchronization workflow between Salesforce Sales Cloud and SalesWings.
Written by
Pauline from SalesWings
Updated over a week ago
Salesforce Sync Package Option and Custom Settings
Technical documentation on Salesforce app technical options in Salesforce Setup.
Written by
Philip Schweizer
Updated over a week ago
SalesWings x Salesforce How To Guides
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).
Written by
Pauline from SalesWings
Updated over a week ago
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.
Written by
Salah from SalesWings
Updated over a week ago
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.
Written by
Salah from SalesWings
Updated over a week ago
How to assign a SalesWings licence to a Salesforce user
To see SalesWings data, fields, reports, and other information in Salesforce, a SalesFORCE user needs to have a SalesWings licence assigned
Written by
Philip Schweizer
Updated over a week ago
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.
Written by
Salah from SalesWings
Updated today
How to map fields to set up multiple scoring 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!
Written by
Pauline from SalesWings
Updated over a week ago
How to provide SalesWings with support access to your Salesforce Org
When SalesWings needs to investigate potential errors in your SFDC Org, we may request support access.
Written by
Philip Schweizer
Updated over a week ago
How to delete SalesWings Custom settings in Salesforce
Written by
Philip Schweizer
Updated over a week ago
How to abort SalesWings Apex jobs
Follow these steps to abort the Saleswings sync Apex jobs manually.
Written by
Pauline from SalesWings
Updated over a week ago
How to show / hide individual lead / contact activities inside Salesforce on related list
Written by
Philip Schweizer
Updated over a week ago
How to create a Salesforce report to track attribution with UTM parameters
Written by
Pauline from SalesWings
Updated over a week ago
How can I limit Salesforce storage size for SalesWings data
Written by
Philip Schweizer
Updated over a week ago
How to sync Salesforce to the SalesWings multiple-scoring Helium server?
Are you a migrated SalesWings Helium user wishing to connect your data to your Salesforce Org?
Written by
Pauline from SalesWings
Updated over a week ago
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!
Written by
Pauline from SalesWings
Updated over a week ago
How to check your SalesWings sync activity log in Salesforce
When it comes to monitoring the sync from Salesforce, there are a few options besides looking at the last time a successful sync occurred.
Written by
Pauline from SalesWings
Updated over a week ago
How to resume / restart the Salesforce sync
If your administrator has stopped the Salesforce sync, here's how to restart it.
Written by
Philip Schweizer
Updated over a week ago
Salesforce is not syncing
Are you experiencing issues with your Salesforce package or installation? This helps you solve the issue, and remember we can always chat.
Written by
Philip Schweizer
Updated over a week ago