Wrike For Salesforce

Admins on Wrike Business and Enterprise accounts can integrate Wrike with Salesforce. If you were using the older integration with Salesforce, please continue reading to learn how to migrate your account to the new version.

• Overview
• Benefits of Wrike-to-Salesforce Integration
• Migrating Your Data to the New Wrike for Salesforce Version
• Wrike’s Salesforce Widget
• Setting Up the Integration
• Adding the Wrike Widget to Page Layout
• Updating and Uninstalling
• Automating the Wrike-Salesforce Binding

Overview

Salesforce is a popular CRM solution used by teams worldwide. Wrike is integrated with Salesforce so you can manage client projects from within Salesforce. This makes collaboration between sales or other customer-facing teams and teams using Wrike easier, faster, and more transparent. More information on Salesforce is available here.

Once the integration is set up, you can check task status from within Salesforce. Any object in Salesforce can be linked to a Wrike project or folder so you can work in Wrike and any changes that you make are instantly reflected in Salesforce.

Both Salesforce Classic and Salesforce Lightning are supported.

Benefits of Salesforce-to-Wrike Integration

• No need to toggle between systems because Salesforce users can work exclusively in Salesforce and still communicate easily with their customers about work managed in Wrike.
• You have greater transparency and accountability so you don’t need to chase down your colleagues for updates on pending tasks. You can can check task status right from either Salesforce or Wrike.
• You can automate creation of projects and tasks in Wrike for Salesforce records using built-in templates or Wrike Integrate.

When you integrate Wrike with Salesforce

• Every record page in Salesforce (on an object where the integration is enabled) has a Wrike Widget. You can select or change a project or folder the widget shows linked tasks and subfolders from. From there, you can access tasks and check their status.
• If the project or folder is not selected for the Salesforce record, you can create it from the widget and populate it with template set by admin.

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. On objects where the integration is enabled, record pages will have the Wrike widget, and you can link Wrike tasks with those records. Record pages on objects where the integration is not enabled will not have the widget.

Migrating Your Data to the New Wrike for Salesforce Version

If you were using the older version of Wrike for Salesforce, you'll need to migrate your Salesforce integration settings to the new version. Support for the old version will be discontinued. Please preserve your settings by doing the following:

1. Set up the new integration following the steps below.
2. Check that everything works correctly and your data appears in your new integration.
3. Uninstall the old integration.

Note: Templates are not migrated from the older version. You need to set up “Destination” and “Template” projects or folders as described below.

Wrike’s Salesforce Widget

The first time you see the widget, you will 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.

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 a 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.

Setting Up the Integration

Before proceeding, please make sure that:

• Your organization has an Enterprise or Unlimited 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.

Set up the integration:

1. Click on your profile image in the upper-right corner of Wrike.
2. Select “Apps & Integrations” from the dropdown.
3. Search for “Wrike for Salesforce” in the list of apps.
4. Open the Wrike for Salesforce card.
5. Click the “Install” button.
6. In the window that opens, select who you want to set up the integration for. If you want to set up this integration for all users in your account, select “Install for All Users.”
7. Click “Install.”
8. In the pop-up that opens, check the box to grant access to Wrike and click “Continue.”
9. After the installation is complete, click “Proceed to Start” on the welcome screen. You can also open the package by going to “Setup” > “Installed packages” and clicking the “Configure” link next to the package name).
10. Next, you’ll be asked to log in to your Wrike account.
11. After 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. (You can change these settings at any time.)
12. 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 also populate a “Template” folder or project that will be copied when a new folder is created for the record.
13. Click “Save.”

Adding 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 a page layout you want to add the widget to.
4. On the top panel with settings, select the “Visualforce Pages” tab.
5. Drag the Wrike widget where you want it in the page layout.
6. Click the “Save” button in the top panel.

Updating and Uninstalling

The Wrike integration is installed as a managed package.

Updating the Wrike Integration

The package is upgradeable, so all you need to do is install the updated version.

Uninstalling the Wrike Integration

To uninstall the package, reverse the settings created during the installation process.

1. Remove the Wrike widget section from page layouts.
2. Disable the Wrike integration from objects.
3. Uninstall the package.

Automating the Wrike-Salesforce Binding

In most cases, it’s important to automate the binding between Wrike and Salesforce so the folder (and any tasks in it) for all Opportunities, Accounts, or other objects is created without any manual effort. In Salesforce, this requires a Wrike Mapping object with two attributes:

• Salesforce ID - The identifier of the record in Salesforce
• Wrike ID - The API Identifier of the space, folder, or project in Wrike

You can create these records automatically by using Salesforce and the Wrike API, or by utilizing Wrike Integrate. This recipe clones a template in Wrike when an Opportunity in Salesforce is Closed Won, and associates the Opportunity with a new project so that the Wrike widget displays the tasks.