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: Salesforce is available for Business and Enterprise customers only.

To do this, add a Qwilr button to Salesforce object list views. 

Lightning

The ' Create Qwilr Documents' button will allow your users to create Qwilr Pages for these three selected users in seconds. 

To do this you will need to go back to the  Object Manager page (as above).

Setup → Objects & Fields → Object Manager 

Then select the relevant object (Lead / Opportunity / Account / Contact). We'll do this example for  Lead

Go to  Search Layout → List View → Edit 

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 to other objects too by following the same steps. 

Classic

The ' Create Qwilr Documents' button will allow us to create personalized documents for these three users in under a second. 

To add this 'Create Qwilr Documents' button to a Leads list view, simply go to:

Setup → Customize → Leads → Search layouts

(You can do the same with other Objects) 

Click ' Edit' before Leads List View

Add ' Create Qwilr Documents' to list view layout

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

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