- Benefits of Wrike-to-Salesforce Integration
- How it Works
- Updating and Uninstalling
- Creating Tasks
Salesforce is a popular CRM solution used by teams worldwide. Wrike is integrated with Salesforce so that you can manage client projects from within Salesforce and make collaboration between sales teams and teams using Wrike easier, faster, and more transparent. More information on Salesforce is available here.
Once the integration is set up, users can create and assign new Wrike tasks, add a description, and check a task's status, all from within Salesforce. Meanwhile, a group of Folders is created in Wrike and linked with Salesforce so that you can work in Wrike and have any changes that you make instantly reflected in Salesforce.
If your company uses Salesforce, you will benefit from the Wrike and Salesforce integration in many ways:
- Help prevent dropped handoffs: Salesforce users can create tasks for their colleagues in Wrike to notify them when a sale has occurred and help them quickstart the implementation process and subsequent steps.
- No need to toggle between systems because Salesforce users can work exclusively from Salesforce and still communicate easily with their colleagues using Wrike.
- Improved transparency and better accountability — there’s no need to chase your colleagues for updates on pending tasks. Salesforce and Wrike users can check a task’s status right from their tool of choice.
When you integrate Wrike with Salesforce
- In Wrike: a new folder (named “Salesforce”) is auto-created and every Salesforce object (where the integration is enabled) has its own subfolder within the “Salesforce” folder.
- In Salesforce: every record page (on an object where the integration is enabled) has a Wrike widget (screenshot below) . The widget shows linked tasks and you are able to create and edit tasks right from it.
The integration between Wrike and Salesforce is customizable, which means that you can tailor it to suit your needs by selecting which Salesforce objects (e.g. Lead, Opportunity, Account, Subscription) you want to link with Wrike. Record pages (on objects where the integration is enabled) will have the Wrike widget and you are able to link Wrike tasks with those records. Record pages on objects where the integration is not enabled will not have the widget and you cannot link Wrike tasks with those records.
Wrike’s Salesforce widget
The first time a user sees the widget they are asked to authorize their Wrike account. To do this, simply click the “Authorize” button on the widget, enter your Wrike credentials, and start working.
Using Wrike’s Salesforce widget you can:
- View tasks related to a record
- Track a task’s status as progress is made
- Open the task in Wrike
- Create and edit a task*
- Use templates*
*Only available to Regular and External Users, not Collaborators.
Once the integration is in place
Tasks continue to live in Wrike, but now new tasks can be created or edited from either tool (directly in Wrike or from the widget) and the changes are automatically reflected in both places. For example, if you create a new task by using the widget in Salesforce, then the task instantly appears in the appropriate Folder within Wrike. If the task you are creating is the first one for that record, then a Subfolder is created for the record and the task is placed within that Subfolder.
This is an overview of the setup process, but you can find step-by-step instructions on how to integrate Wrike with Salesforce in our Setup Manual.
Before proceeding, please make sure that:
- Your organization has an Enterprise, Unlimited, or Performance edition of Salesforce*.
- You have a Salesforce profile with rights to install packages. Salesforce account administrators have this access.
- You are an account administrator on a Wrike Business or Enterprise account.
- You are using Salesforce Classic**.
*The Wrike integration requires these editions of Salesforce because it is installed as an unmanaged package which requires access to the Apex.
**Wrike’s integration with Salesforce is not compatible with Salesforce Lightning, which is why working with pages where the Wrike widget is enabled requires that you remain in Salesforce Classic.
To setup the integration
- Click on your profile image in Wrike’s upper right-hand 1 corner.
- Select “Apps & Integrations” from the dropdown. 2
- Click the “Configure” button next to Salesforce. 3
- Click “Request integration” in the pop-up that appears. 4
When you click “Request integration”, a link to install the package and a Setup Manual are emailed to you. When installing the package you are able to select which Wrike account you want to link with Salesforce and select which Salesforce objects (e.g. Lead, Opportunity, Account, Subscription) will have the Wrike integration enabled.
More detailed information regarding setting up the integration can be found in the Setup Manual.
The Wrike integration is installed as an unmanaged package which means that the process for updating and uninstalling the Wrike integration differs from the process of updating and uninstalling apps from the Salesforce AppExchange.
Wrike releases updates to the integration as new features are added and Wrike Support agents try to inform current users when a new update is released.
Updating the Wrike Integration
Updating the Wrike integration is a three part process:
- Use Wrike’s migration tool to export and save your data.
- Uninstall the current version of the integration.
- Install the new version of the integration. You will be able to import your previous Wrike integration settings and data during the installation process.
Please note, although the steps remain the same, the process for updating the Wrike integration differs between earlier versions of the integration and versions 1.70 and above. More detailed information regarding updating can be found in the Setup Manual.
Uninstalling the Wrike Integration
To uninstall the package you just need to reverse the settings created during the installation process.
- Remove the Wrike tasks section from page layouts.
- Disable the Wrike integration from objects.
- Uninstall the package.
More detailed information regarding uninstalling can be found in the Setup Manual.
Create a Task from Salesforce
Watch the short video above to learn how to create a Wrike task from Salesforce or continue reading below.
- From the Wrike widget, click the “New Task” button.
- In the form that appears 1, set the task title, due date, assignees, and description.
- Click “Create” to save the data you’ve entered and create the task. 2
Once created you will be able to see the task from: Wrike’s Salesforce widget and in the linked folder in Wrike.
Note that task editing rights depend on the user’s type of license in Wrike.
Create a task (that links with Salesforce) from Wrike
- Open Wrike.
- Click the dropdown arrow next to the Salesforce Folder.
- Click the dropdown arrow next to the object where you would like to create your task.
- Select the folder linked to the record where you would like to create your task.
- Create your task just like you normally would.
You can also link existing Wrike tasks (that live outside of the Salesforce folder) with a Salesforce record. To do this just tag the task with the appropriate subfolder’s name. The subfolder must be linked to a Salesforce record. Once the tag is added the task will appear in the Wrike widget on the corresponding record page.
To help save your Salesforce users time, you can link templates created in Wrike with Salesforce. Salesforce users can use the templates to quickly organize and kickoff all of the next steps for the project or account they're working on. For example, you could create an "Implementation" template that contains all of the tasks that need to be carried out after a sale is finalized. Then when an account executive closes a new deal they can select the "Implementation" template. All of the tasks from the template will appear in the Wrike widget and at the same time your implementation team will see a new Folder in Wrike and get notifications so they can start work right away.
Setting up Templates
Linking your Wrike and Salesforce templates is a two-part process. You will need to:
- Create folders in Wrike that will act as templates.
- Create a template in Salesforce and then link it to the appropriate Wrike template.
It's a good idea to have all of your template Folders in one place, so start by creating a "Project Templates" Folder in Wrike. Let's say your implementation team has three standard packages: Gold, Silver, and Bronze. In the "Project Templates" folder create a Folder for each package. Then within the Folder for each package include all of the tasks that need to be completed for that package’s implementation. You can assign each task to a specific person or user group, or you can leave the assignee section blank. Next, set dates and durations for all the tasks. Later, when the Salesforce user chooses the template they will be able to make some changes if they need to:
- they can keep the original assignees from the template or assign all tasks to someone else.
- choose a new start or finish date.
Subtasks will not be visible in Wrike’s Salesforce widget so make sure not to use them when you’re creating your template in Wrike.
After you have your template set up in Wrike, contact your Salesforce administrator and ask them to give you access to the Wrike Template Manager page in Salesforce. From the Wrike Template Manager page create a Salesforce template and then link it with the corresponding Wrike template. Detailed instructions on creating and linking the templates are available in the Setup Manual.
Check out this short video to see how using Project Templates will help your team be more effective.
All Salesforce users who also have a Wrike user license will be able to use templates on Wrike's Salesforce widget. To open a template click on the "Choose Template" button near the top of the Wrike widget. The template wizard will then prompt you to:
- Choose a template.
- Keep the same assignees as in the original template or assign all tasks to a specific Wrike user.
- Set a start or finish date. The sequence, durations, and time intervals between tasks from the original template will all remain intact, everything will just be rescheduled according to the start or end date you select.
Once you’re done, all the tasks from the Wrike template will appear in the widget and Salesforce users will be able to track their progress in real time. In Wrike, a new folder will be immediately created and it will be linked with the Salesforce record. Wrike users will be able to see the folder right away and will get notifications about tasks assigned to them. Different teams will use the software they need, but everyone stays on the same page.