Bulk Creating Qwilr Pages in Salesforce

Qwilr's Salesforce integration not only makes it much faster to create Qwilr Pages for each Lead / Opportunity / Contact / Account, it also lets you create multiple Qwilr Pages at once!

Note: The Salesforce integration is available for Enterprise customers only.

To set up bulk page creation, add a Qwilr button to your Salesforce object list views. 

Adding the Qwilr button in Lightning

In the example below, we've selected 3 leads in the All Open Leads view. The Create Qwilrs button will allow your users to create Qwilr Pages for these leads in seconds. 

Step 1. Go to the Object Manager page. Go to Setup → Objects & Fields → Object Manager. 

Step 2. Select the relevant object (Lead / Opportunity / Account / Contact). In this example, we'll use Lead

Step 3. Go to Search Layouts → List View → Edit. 

Step 4. Move Create Qwilr Documents from Available Buttons to Selected Buttons. Click Save

That's it! The button will now appear for Leads. You can add this button to other objects by following the same steps. 

Adding the Qwilr button in Classic

In the example below, we've selected 3 leads. The Create Qwilr Documents button will allow your users to create Qwilr Pages for these leads in seconds. 

Step 1. We'll add this button to a Leads list view here. Go to Setup → Customize Customize Your Leads Tab. 

Step 2. In the left sidebar, click Search layouts.

Step 3. Locate Leads List View and click Edit.

Step 4. Move Create Qwilr Documents from Available Buttons to Selected Buttons. Click Save.


That's it! The button will now appear for Leads. You can add this button to other objects by following the same steps. 

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