The Qwilr Salesforce integration allows you to create Qwilr Pages from within your Salesforce account. Here are the answers to a few common questions about it.
Note: Salesforce is available for Business and Enterprise customers only.
1. I wasn't able to connect my Salesforce account to Qwilr?
To link accounts you match the email username from Salesforce with the one that you have at Qwilr. If you use one email for Salesforce and another for Qwilr you will need to either change your Salesforce email (via your admin) or your Qwilr email to make sure that they match - You can change your account email address by heading to your Account Settings.
If you don't have a Qwilr account, speak to your Salesforce admin about being added to your company's account.
2. How do variable fields work?
3. Do variable fields work for the Qwilr Page name?
Yes! Just remember that Qwilr will add the object name to the end of the Project name by default.
For example - a Lead called John Smith being added to a template called Sales Proposal will be named: Sales Proposal - John Smith
4. Does the integration work with the Quote Block?
It does! Adding tokens into the line items will be replaced with the relevant information and you can tie in with the Opportunity Price Books if you'd like.
5. I'm having trouble with templates
If you're not seeing your templates within Salesforce, check out our guide to template troubleshooting.
6. Helpful Resources: