Salesforce: FAQ

Qwilr's integration with Salesforce allows you to create Qwilr Pages from within your Salesforce account. Here's a quick guide, and please reach out if you have any questions.

Note: The Salesforce integration is available only on our Enterprise plan.


In this article:


What do I need to use the integration?

To link your Qwilr and Salesforce accounts, you'll need to use the same email address to login to both. 

If you need to, you can update your Qwilr account email to match your Salesforce login. 

To set the integration up, you'll also need admin access in Qwilr and Super Admin access in Salesforce.

How to set up the integration?

Check out our step-by-step video guide by clicking below.


How to build Qwilr reports in Salesforce?

Salesforce has a report builder where you can set up reports of the Qwilr Pages you've generated with our integration.

Depending on the options you choose, you can collect any details you need about these pages.

This video shows how that works:


Why don't I see my Templates within Salesforce?

If you're having trouble with templates in Qwilr, don’t worry! There are a few common issues to check before diving deeper. Sometimes, a small detail can make all the difference.  Make sure of the following:

  • Do your Qwilr and Salesforce account emails match?
  • Are you accessing the template from the correct type of Salesforce record? (For example, if it's an Opportunity template, are you accessing it from an Opportunity record?)
  • Do you have permission to access this template in the account? (Are you an admin in Qwilr? If you're a Creator, has a Qwilr admin granted you access to view the template?)

If you're still not seeing your templates within Salesforce after checking these, reach out to us for help.

Why can't a reinstated user see their Templates?

If a user gets removed from the company Salesforce account and then re-added later, they might not be able to access the Qwilr templates anymore.

This is because the removal and re-add sets up a conflict in the Salesforce permissions. There's a process the customer can use in Salesforce to correct this.

Here are the steps, so you can copy/paste into an email. But watch the video below as well, so you can see how these steps work.

  1. Log into Salesforce.
  2. Go to the top right corner, and click View Profile.
  3. Click Settings.
  4. In the left menu, go to My Personal Information --> Connections.
  5. On the Connections page, you'll see one or more instances of Qwilr. For each one, click the Revoke link and then confirm. You should see no instances of Qwilr on this page at the end.
  6. Open any Salesforce record where you've created Qwilr Pages before. (Or, if you have one open in a tab already, refresh the page.)
  7. Go to the Details tab of this record now. 
  8. Click the Create New button. You'll then be prompted to connect Qwilr to Salesforce.
  9. Click Create New once again, and you should now see your template list.

Can I pull today’s date through a token?

Yes. You’ll first need to add a new custom formula field to the Opportunity object. The TODAY() function returns the current day, month, and year as a Date data type.


How do I change the date's format?

Currently, our Salesforce integration doesn't support date formats. So if you enter a date into any record as DD-MM-YYYY, it will change to YYYY-MM-DD. There is a workaround for this, though. You can create a formula field in Salesforce, which converts the date into a string with the desired format.

Below is the formula field syntax. You will need to copy/paste this into your formula field (the video above shows where to do that. The path is: Setup -> Object Manager -> search for the name of the record that we're connecting to -> Fields&Relationships -> New -> Formula): 
	Text(DAY(DateValue(CreatedDate)))+'-'+TEXT(MONTH(DateValue(CreatedDate)))+'-'+TEXT(YEAR(DateValue(CreatedDate)))

This will create a date format of DD/MM/YY. If you need MM/DD/YY, you can swap "DAY" and "MONTH" in the syntax above.

Note: Once you create this field, our Support Team will need to refresh your token list manually so you can see it in Qwilr. Please reach out to [email protected] and let us know you need your token list refreshed.


What else can this integration do?

In addition to building Qwilr Pages inside your Salesforce account, you can also use Salesforce Price Books to pull quote data right into your Qwilr Page. More on that here.


Helpful Resources:


Get in touch with us at [email protected] if you have any additional questions!

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