Overview

Describe the job your team needs to do, then refine the result in a live preview. Start with Build your first app for a complete example, from an Opportunity list to a published app.

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Build an app

You work on a project: the conversation, files, and preview. Publishing makes a version available as an app that people can open. Later edits stay in your project until you publish again. Key concepts explains the terms you’ll see in Wisty, including connected orgs, host orgs, and sharing. Already building? These pages cover the editor itself.

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Set up Salesforce for your team

A Salesforce admin installs the package once per org. A Wisty team admin then links the org so people with builder access can create apps inside Salesforce, and viewers can open shared apps. They use their Salesforce login. To connect your own Salesforce login to the Wisty web app, follow Connect Salesforce.

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Open an app someone shared

Share and open apps covers the Wisty workspace, the Wisty tab inside Salesforce, and shared web links. Salesforce viewers use their own Salesforce login and don’t need a Wisty account.

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Understand data access

Wisty uses Salesforce metadata to generate your project. It doesn’t retrieve Salesforce records for generation. The running app accesses records using the Salesforce permissions of the person using it. Messages and images you add to the conversation are also supplied to the generating model. If you’re stuck, Fix common problems gives you a next step for connection errors, missing access, and apps that won’t open.