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. 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. Figma already has a plugin for Jira that allows designers/dev to track tickets live in a design. We are re-examining our workflow and how we might be able to best incorporate Wrike into our design flow.
Busycal wrike integration install#
If you want to set up this integration for all users in your account, select Install for All Users. Septem12:47 Our remote-first company is in the midst of migrating from Adobe XD to Figma. 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. Wrikes powerful work management platform enables distributed teams to. Click your profile image in the upper-right corner of Wrike. It can be integrated with existing platforms or used as a built-in component.
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