SmallWorld Knowledge Base | Salesforce Analytics Sync

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.

Attributes

When enabled, SmallWorld will store some data on the Salesforce account object, including:

SmallWorld Has Strong Relationship

This evaluates as TRUE if there is a 💪🏼 Strong, or 🔥 Very Strong Relationship to someone at this company.

SmallWorld Strong Relationship Count

This counts the number of 💪🏼 Strong, or 🔥 Very Strong, Relationships to someone at this company.

SmallWorld Has Relationship Lead

This evaluates as TRUE if there is a Relationship Lead to a prospect at this company.

SmallWorld Relationship Lead Count

This counts the number of Relationship Leads for a prospect at this company.

SmallWorld Has Relationship

This evaluates as TRUE if there is any Relationship to a prospect at this company.

SmallWorld Relationship Count

This counts the number of Relationships to a prospect at this company.

SmallWorld Has Intro

This evaluates as TRUE if there is a Completed Introduction to a prospect at this company.

SmallWorld Intro Count

This counts the number of Completed Introductions to a prospect at this company.