Salesforce: Pricebooks

Do you use our Salesforce integration and Salesforce Pricebooks? Using our integration, you'll be able to automatically pull Pricebook items into your Quote Blocks.

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 Convert to Template icon. Then click the button to confirm.

Step 3. Now, head back to the top right corner, and click on the Tokens icon. Then click the CRM tab, and then Add to CRM 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 Tokens icon again, you'll now see the list of available Opportunity record tokens.

For more on creating Salesforce templates in general, please see this page.

Adding the Products token

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

Note: Currently, the integration doesn't pull in recurring pricing. If you need to represent a recurrence, you can add the frequency to the Description field of your product line item in Salesforce, as in: "Web Hosting - Monthly."

Depending on how you've set up the Quote Block in your template, there are a couple of locations where you can place this token:

In a Plan card
In a Table section

Adding the token to a Plan card

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

Step 1. Start by adding a Quote Block to your template, and choosing either of the Plan presets. This places a new default set of cards in your template.

Step 2. Next, head to the top right corner and click the Tokens icon. From there, search for the Products token. Then drag and drop it onto any of these default cards.

Step 3. From there, go ahead and delete the three default plan cards. You'll only need the new Products card you've just created. To do this, click on the pencil icon in the top right corner of each card.

Note: You can add the existing list of product tokens to the description section by typing {{ in the description field like below to get the tokens list to pop up.

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

Adding the token 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 Block to your template, and choose either of the Table presets. This places a new Table quote section.

Step 2. Next, head to the bottom of this section and click on the Products button. That will add a new, fully-configured line item to your quote.

Step 3. This table section also contains a default empty line, which you won't need. Delete that by clicking the pencil icon.

Note: You can add the existing list of product tokens to the description section by typing {{ in the description field like below to get the tokens list to pop up.

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

Filtering the Products display

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

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 and Table sections in your quote. By setting a filter for each area, you can pull different products into different areas of the quote.

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 Block will automatically list products wherever there's a Products token, using the filter you've set for each instance.

Note: If you've applied a discount to an item in your Price Book, that discount will pull in along with the line item to the Quote Block.