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SalesWings Studio - Salesforce CRM integration
SalesWings Studio - Salesforce CRM integration

Helpful guides, tips and documentation around our Salesforce integration.

Pauline from SalesWings avatarPhilip Schweizer avatarSalah from SalesWings avatar
3 authors23 articles

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?This document details a series of checks that can be performed to confirm that SalesWings Studio is working correctly.
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 userFollow this guide to understand how to assign SalesWings Studio and SalesWings Toolbox licences to users in Salesforce.
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
SalesWings Studio - Things to know when migrating to a New Salesforce Org