Salesforce Analytics Sync
How to enable
In order to enable this, the Salesforce application must first be installed. Once that is complete, visit the SmallWorld tab within Salesforce and toggle the Analytics Sync on.
info
Need to install the Salesforce app first? See Salesforce App Installation Instructions.
Attributes
When enabled, SmallWorld will store the following data on the Salesforce Account object:
| Attribute | Description |
|---|---|
| SmallWorld Has Strong Relationship | Evaluates as TRUE if there is a 💪 Strong or 🔥 Very Strong Relationship to someone at this company. |
| SmallWorld Strong Relationship Count | Counts the number of 💪 Strong or 🔥 Very Strong Relationships to someone at this company. |
| SmallWorld Has Relationship Lead | Evaluates as TRUE if there is a Relationship Lead to a prospect at this company. |
| SmallWorld Relationship Lead Count | Counts the number of Relationship Leads for a prospect at this company. |
| SmallWorld Has Relationship | Evaluates as TRUE if there is any Relationship to a prospect at this company. |
| SmallWorld Relationship Count | Counts the number of Relationships to a prospect at this company. |
| SmallWorld Has Intro | Evaluates as TRUE if there is a Completed Introduction to a prospect at this company. |
| SmallWorld Intro Count | Counts the number of Completed Introductions to a prospect at this company. |