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Setting Up Integration With Salesforce

Table 160. Availability - Legacy plans


Overview

Account admins can integrate Wrike with Salesforce.

Before proceeding, please make sure that:

  • Your organization has an Enterprise or Unlimited edition of Salesforce.

  • You have a Salesforce profile with rights to install packages. (Salesforce account administrators have this access.)

  • You're an account administrator on a Wrike Business or Enterprise account.

Set up the integration

  1. Click your profile image in the upper-right corner of Wrike.

  2. Select Apps & Integrations from the drop-down.

  3. Search for Wrike for Salesforce in the list of apps.

  4. Open the Wrike for Salesforce card and click Install.

  5. In the window that opens, select who you want to set up the integration for. If you want to set up this integration for all users in your account, select Install for All Users.

  6. Click Install.

  7. In the pop-up that opens, check the box to grant access to Wrike and click Continue.

  8. After the installation is complete, click Proceed to Start on the welcome screen. You can also open the package by going to Setup > Installed packages and clicking the Configure link next to the package name).

  9. Next, you’ll be asked to log in to your Wrike account.

  10. After 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. (You can change these settings at any time.)

  11. 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 also populate a “Template” folder or project that will be copied when a new folder is created for the record.

  12. Click Save.

Updating and uninstalling

The Wrike integration is installed as a managed package.

Updating the Wrike Integration

The package is upgradeable, so all you need to do is install the updated version.

Uninstalling the Wrike Integration

To uninstall the package, reverse the settings created during the installation process.

  1. Remove the Wrike widget section from page layouts.

  2. Disable the Wrike integration from objects.

  3. Uninstall the package.

Automating the Wrike-Salesforce binding

In most cases, it’s important to automate the binding between Wrike and Salesforce so the folder (and any tasks in it) for all Opportunities, Accounts, or other objects are created without any manual effort. In Salesforce, this requires a Wrike Mapping object with two attributes:

  • Salesforce ID: the identifier of the record in Salesforce

  • Wrike ID: the API Identifier of the space, folder, or project in Wrike

You can create these records automatically by using Salesforce and the Wrike API, or by using Wrike Integrate. This recipe clones a template in Wrike when an Opportunity in Salesforce is Closed Won, and associates the Opportunity with a new project so that the Wrike widget displays the tasks.

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