By Philip and 2 others3 authors12 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?Before launching on production, you'd like to do some quick checks? You've come to the right place!
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 userTo see SalesWings data, fields, reports, and other information in Salesforce, a SalesFORCE user needs to have a SalesWings licence assigned
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.
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
Salesforce Tricks 💡SalesWings tips and tricks in combination with our Salesforce integration.