Salesforce Sales Cloud CRM integration

Philip Schweizer avatar Pauline from SalesWings avatar Salah from SalesWings avatar
22 articles in this collection
Written by Philip Schweizer, Pauline from SalesWings, and Salah from SalesWings
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).
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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.
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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.
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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
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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.
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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!
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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.
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Written by Philip Schweizer
Updated over a week ago

How to delete SalesWings Custom settings in Salesforce

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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.
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Written by Pauline from SalesWings
Updated over a week ago

How to show / hide individual lead / contact activities inside Salesforce on related list

Philip Schweizer avatar
Written by Philip Schweizer
Updated over a week ago

How to create a Salesforce report to track attribution with UTM parameters

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Written by Pauline from SalesWings
Updated over a week ago

How can I limit Salesforce storage size for SalesWings data

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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?
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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!
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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.
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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.
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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.
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Written by Philip Schweizer
Updated over a week ago