SalesWings

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

SalesWings Studio <> Salesforce integration - Get Started

Learn more about the SW Studio Settings page, designed to easily monitor the status of the app or adjust its behaviors.

SalesWings Studio - Settings Page

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, Dashboards, and Analytics

Pauline from SalesWings

Philip Schweizer

SalesWings x Salesforce Integration Overview & Best Practices

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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