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Wrike’s Salesforce Widget

Table 155. Availability - Legacy plans


Overview

Account admins can integrate Wrike with Salesforce.

Using Wrike’s Salesforce widget, you can:

  • View folders, projects, tasks, and subtasks related to a record.

  • Track project and task status.

  • Open a folder, project, or task in Wrike.

  • Filter the task list to find child entities by name or status.

  • Create a folder or project in Wrike for a Salesforce record and populate it with templates from Wrike.

After you set up the integration the first time you see the widget, you'll be asked to authorize your Wrike account. Simply click the Sign in button on the widget, enter your Wrike credentials, and start working.

If the project or folder for the Salesforce record is not yet selected, you can choose it from the Add folder or project dropdown.

Add the Wrike widget to page layout

After you enable Wrike integration for the desired Salesforce objects, you need to add Wrike Widget Visualforce pages to the page layouts for these objects.

If you use Salesforce Classic:

  1. Click the Setup button in the upper-right corner of the workspace.

  2. Open a page layout you want to add the widget to.

  3. On the top panel with settings, select the Visualforce Pages tab.

  4. Drag the Wrike widget where you want it in the page layout.

  5. Click the Save button in the top panel.

If you use the Salesforce Lightning Experience:

  1. Click the gear icon in the upper-right corner of the workspace.

  2. Select Setup.

  3. Open Object Manager.

  4. Select the needed Salesforce item from the list.

  5. Open a page layout you want to add the widget to.

  6. On the top panel with settings, select the Visualforce Pages tab.

  7. Drag the Wrike widget where you want it in the page layout.

  8. Click the Save button in the top panel.

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