SalesWings Studio - Salesforce CRM integration
Helpful guides, tips and documentation around our Salesforce integration.
By Pauline and 1 other2 authors18 articles
- SalesWings Studio <> Salesforce integration - Get StartedLearn all about our Salesforce lead scoring solution from the different possibilities you have, installation and configuration.
- SalesWings Studio - 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?This document details a series of checks that can be performed to confirm that SalesWings Studio is working correctly.
- 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 assign a SalesWings Studio and/or Toolbox 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 create a Salesforce report to track attribution with UTM parameters
- SalesWings Studio - Things to know when migrating to a New Salesforce Org
- 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 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.