Salesforce FAQ's

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.

Things you'll 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 Salesforce Super Admin access.

Setting up the integration and templates

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

Having issues with a template?

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

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. 

If you build workflows with Process Builder, you'll be able to trigger them with the view or acceptance of a Qwilr Page. See the links below for more details.

Helpful Resources: