Salesforce: Pricebooks

Do you use our Salesforce integration? Using our integration, you'll be able to automatically pull Pricebook items into your Quotes!

In this article:

• Creating an Opportunity template
• Adding the Products Variable
• Filtering the Products display
• Customizing the display of variable details
• Pulling products into your Qwilr Page

Creating an Opportunity template

To use this part of our integration, you'll need to have Price Book items associated with an Opportunity record in your Salesforce account. You'll find details on this process in the Salesforce docs.

Step 1. In your Qwilr account, create a page that you'll use as your template.

Step 2. Now let's convert that page to a template. Head to the top right corner and click the Make template button. Then click the button to confirm.

Step 3. Now, head back to the top right corner and click on the Variables icon. Then click the CRM tab, and then click Link CRM to template to confirm.

Step 4. Enable the Use in Salesforce switch, and then choose Opportunity as the object. Click Confirm.

And that's it! When you click the Variables icon again, you'll now see the list of available Opportunity record Variables.

Adding the Products Variable

If your Salesforce account is enabled for Price Books, you'll now see a Products Variable in the Variables list. This single Variable will pull in all your product details from Salesforce.

Depending on your Quote widget(s) in your template, there are a couple of locations where you can place this Variable:

• In a Plan card
• In a Table section

Adding the Variable to a Plan card

This option is great if you have subscription or recurring pricing plans set up in your Price Book.

Step 1. Start by adding a Quote Plan card section widget to your Qwilr Template. Do this by clicking on the widget menu '+' in the content of a block, or use the Block adding mechanism with the center '+' sign to start a Quote block off with plan cards.

Step 2. A blank plan card will appear inside the widget. We will delete this plan card later. Right now, click on the '+' symbol beside the plan card and select Salesforce Products.

Step 3.  You should now see a Plan card section in your Quote widget that appears like the image below.

Step 4. See the section past the next section for filtering rules with products variables.

Adding the Variable to a Table section

This option is great for products that are set up with a One-Time price in Salesforce.

Step 1. Add a Quote widget to your template. Select the Quote section under Pricing in the widget list to get a Quote table widget.

Step 2. Add a new Line item using the '+' symbol at the bottom of the Quote table widget and select Salesforce Products.

Step 3. This table section also contains a default empty line, which you won't need. Delete that by clicking on the line for the context editor to come up, and click on the trash can icon to delete the extra line. You should now have a Quote table widget that looks like this.

Step 4. See the section below on filtering this display. 

Filtering the Products display

Whichever way you add the Products Variable to your quote, it's set by default to pull in all of the products you have attached to an Opportunity record. You can see that default filter above the Variable.

There might be cases, however, where you want only some of the associated products to pull in. For that, you can open the filter and choose a criteria.

This filter is especially useful if you're using a combination of Plan cards widgets and Quote table sections in your quote. By setting a filter for each area, you can pull different products into different areas of the quote.

The filter options are as follows:

• Display all
• Description
• Line item ID
• Name
• ProductCode
• Quantity
• Sales Price

Once you select one of these options, the Display products if menu allows you to set rules.

Those rules are:

• is
• is not
• includes
• does not include
• starts with
• does not start with

Customizing the display of variable details

Salesforce products have many fields. Each time you use the Products variable in Qwilr, it generates a series of related variables, one for each product field, such as Name, Description, and Sales Price.

You can add these related variables to the description of a line item or plan card. Type two open curly brackets, like this {{, to see the variables available for that field. For example, you could add a ProductCode variable to a line item’s description.

Styling product variables

Once you've added product variables to a description, you can style them to make key details stand out, like putting the product name in bold. You can use bold, italics, and other text formatting, and the styling carries through to every page you create from the template.

1. Click the variable in the description to open its menu.

2. Use the toolbar to add bold or italics, or click the three dots (More options) for more settings, such as font size, font weight, line height, and letter case.

3. Click outside the menu to save.

Quote Section

Plan Card Section

When you create a Qwilr page from a Salesforce record, each product's details appear with the styling you set.

Pulling products into your Qwilr Page

In your Salesforce account, take these steps.

Step 1. Locate the Opportunity record you want to create a Qwilr page from. 

Step 2. Make sure you have one or more Product line items associated with this Opportunity, and you've entered a quantity for each product. 

Step 3. Locate the Qwilr widget. Click the Create Qwilr button, then select the Opportunity template you just created.

In the new Qwilr page, the Quote widgets will automatically list products wherever there's a Products Variable, using the filter you've set for each instance.

If you need any help, feel free to email help@qwilr.com.