Salesforce: User Guide
Once you've installed the Salesforce integration, it's time to use it. In this guide we'll show you how use Salesforce with Qwilr to make personalized documents from templates in seconds.
In this article:
Connecting to Your Qwilr Account
The first time the Qwilr integration is used after installation, you'll need to link your Qwilr account to your Salesforce account.
Important: Your Qwilr account email address and Salesforce account email address must match for this connection to work.
Head to your Qwilr widget (this is something your Salesforce admin would have set up and can let you know where it is). You'll see a Connect Now button. Click that and we'll match your Salesforce email ID with your Qwilr email ID and enable your account.
Creating your first Qwilr Page
1. Make sure you have a Salesforce template created.
2. Head to the Lead/Contact/Account/Opportunity you would like to create a page from. If you're using Classic you should just see it available wherever it was placed on the page layout. If you're using Lightning you'll want to head to Details.
3. Once you're at the Qwilr widget, Create New.
4 . Select the template that you want to use and click Use Template.
5. Success! You've created a Qwilr Page.
From here you can see:
- page status
- the view count
- the edit button (Pencil)
- the view button (Eye)
- the share link button (Link)
You can also access the Analytics, Download a PDF, version and Delete the page.
Available Options in the Qwilr Widget
View lets you see the Qwilr Page that you will send to your client.
Opens Qwilr for you and allows you to edit the page directly in Qwilr. All changes that you make will be automatically saved and can be accessed via Salesforce as well.
Share link button
Click on the link button to open the page in Qwilr.
From there, click in the Share button in the top right corner of the screen. Copy the link from the box that will pop up.
You will also be able to alter the name, add security, add identity verification and more.
View Analytics Button
Gives you information about who has viewed your Qwilr Page when, and how much time they spent looking at it.
Deletes the Qwilr Page.
Important: Accepted Qwilr Pages cannot be deleted.
This will allow you to export a portrait or landscape PDF.
The PDFs of your Qwilr Pages can be added to the Files section of Salesforce.
Download CSV button
This allows you to download a CSV file with the name URLs of all of the documents in the list. This can be especially useful if you want to use Qwilr for marketing activities and you wish to send a personalized link to hundreds of people via email.
All of the activity that is done on your account will be tracked - including the first view of the document and when it is accepted.
Viewing your Pages in Qwilr
Qwilr Pages that are created from a template in Salesforce are stored in the 'Children' section of that template. The children button can be found to the right of the template name on your Dashboard.
From here they can be edited, adjusted, disabled, or deleted as any normal Qwilr Page can be.