SalesWings x Salesforce How To Guides
By Pauline and 1 other2 authors7 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 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