SalesWings

Quick how-to guide about SalesWings' AI Sales Agent for Salesforce

SalesWings AI Sales Agent for Salesforce

Quick guide on how to install the SalesWings' AI Agent for Salesforce

How to Install the SalesWings Al Sales Agent Managed Package

Learn how to set up SalesWings AI Agent in Salesforce: assign required permission sets, add the SW AI Agent to Lightning record pages, validate access, understand record-context logic, and configure…

SalesWings AI Agent Admin Guide: Permissions, Page Setup, and Context

Philip Schweizer

Desmond Wolkins

SalesWings AI Sales Agent -  Salesforce

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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.

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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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