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 set up bulk page creation, add a Qwilr button to your 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. Go to Setup → Objects & Fields → Object Manager. 

Then select the relevant object (Lead / Opportunity / Account / Contact). In this example, we'll use 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 button to other objects by following the same steps. 

Classic

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

To add this button to a Leads list view, go to Setup → Customize Customize Your Leads Tab. Then in the left sidebar, click Search layouts.

Locate Leads List View and click 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 button to other objects by following the same steps. 

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