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Show Features in Salesforce

Admin and Editor users who have connected their Wizeline account to Salesforce are able to control whether a feature will appear in their organization’s Salesforce instance. Features that are marked “Show in Salesforce” will be visible to Salesforce users, who can then select these features to show which ones are important to deals or accounts.

To make a feature visible in Salesforce, select the feature then click “Edit.” Check the “Show in Salesforce” box and then click “Save.” The feature will now appear in your organization’s Salesforce instance.

 

» Learn more about Wizeline’s Salesforce integration

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