SalesWings

Pauline from SalesWings

Philip Schweizer

Salah from SalesWings

Salesforce Sales Cloud CRM integration

Learn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.

Salesforce CRM integration - Get Started

This article will help you understand what objects are created when installing the SalesWings Salesforce Managed Package.

SalesWings Salesforce Managed Package Objects

Technical documentation on SalesWings Salesforce app' custom settings.

SalesWings Studio Custom Settings

SalesWings provides valuable data points and insights for prioritization and intelligence for leads, contacts, accounts, and opportunities

Salesforce layouts, sales prioritization and sales insights

Use SalesWings data to report around activity, campaigns, channels, and for managerial insights

Salesforce Reporting and Analytics

SalesWings x Salesforce Integration Overview & Best Practices

Read this article to understand how the data is synchronized and consistent between SalesWings the Salesforce org.

SalesWings for Salesforce - Overview of Synchronization Mechanism

Overview of the synchronization workflow between Salesforce Sales Cloud and SalesWings.

SalesWings for Salesforce - The Workflow Steps

If your administrator has stopped the Salesforce sync, here's how to restart it.

How to resume / restart the Salesforce sync

Here are the steps to follow if you are being advised by our Success Team to perform a full SalesWings data synchronization.

How to force a full SalesWings data synchronization ?

SalesWings x Salesforce Sync Overview 

When SalesWings needs to investigate potential errors in your SFDC Org, we may request support access.

How to provide SalesWings with support access to your Salesforce Org

Before launching on production, you'd like to do some quick checks? You've come to the right place!

How to test our managed package using our preflight checklist?

Follow these steps to connect your SalesWings cockpit to multi-org (Sandbox & Production)

How to connect SalesWings to Salesforce Sandbox and Production orgs

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 Prospect Scores (Multiple scores)?

This article will help you create a custom report type in Salesforce on Opportunity Tags.

How to create a Salesforce custom type report for Opportunity Tags?

To see SalesWings data, fields, reports, and other information in Salesforce, a SalesFORCE user needs to have a SalesWings licence assigned

How to assign a SalesWings licence to a Salesforce user

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 map fields to set up multiple scoring in Salesforce?

Follow these steps to abort the Saleswings sync Apex jobs manually.

How to abort SalesWings Apex jobs

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

Do you want to get a notification as soon as the sync between Salesforce and SalesWings is broken? Follow these easy steps!

How to enable Salesforce Sync Notifications?

When it comes to monitoring the sync from Salesforce, there are a few options besides looking at the last time a successful sync occurred.

How to check your SalesWings sync activity log in Salesforce

Are you experiencing issues with your Salesforce package or installation? This helps you solve the issue, and remember we can always chat.

Salesforce Sales Cloud CRM integration

SalesWings x Salesforce Integration Overview & Best Practices

SalesWings x Salesforce Sync Overview

SalesWings x Salesforce How To Guides