You can also populate a “Template” folder or project that will be copied when a new folder is created for the record. To allow creation of the folders for Salesforce records from the widget, populate a “Destination” folder or project that will contain subfolders for the records. (You can change these settings at any time.) Next, you’ll be asked to log in to your Wrike account.Īfter you sign in, you can select which Salesforce record types (e.g., Lead, Opportunity, Account, Subscription) a corresponding Wrike Widget Visualforce page will be created for. Click Start Here to connect your Wrike project or folder, and Salesforce organization. Work smarter with Work Intelligence: our advanced communication software that offers voice commands, smart replies, and document. You can also open the package by going to Setup > Installed packages and clicking the Configure link next to the package name). Continue from your Wrike interface or navigate to the Unito App and +Create Flow. In the pop-up that opens, check the box to grant access to Wrike and click Continue.Īfter the installation is complete, click Proceed to Start on the welcome screen. New users can download the Bus圜al 30-Day Trial. Direct customers can update by selecting Check for Updates from the Bus圜al menu. The update is free for all Bus圜al customers with a valid license and is available now. If you want to set up this integration for all users in your account, select Install for All Users. Improvements to Google Meets integration for Google Accounts Ongoing stability improvements How to install the update. In the window that opens, select who you want to set up the integration for. ![]() Open the Wrike for Salesforce card and click Install. Search for Wrike for Salesforce in the list of apps. Select Apps & Integrations from the drop-down. ![]() Click your profile image in the upper-right corner of Wrike.
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