Salesforce: User Guide

Once you've installed the Salesforce integration and created a template, 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. (Prefer a video? We have one here.)

This integration is only available to Enterprise plan customers. 

In this article:

Connecting to Your Qwilr account

After the installation process, each user in your Salesforce account will need to link Qwilr to Salesforce.

Note: Your Qwilr account email address and Salesforce account email address must match for this connection to work. 

Note: If you are inviting users into your Qwilr account, you need to use their actual registered email address in Salesforce. It's possible that they use a different username to log into Salesforce - if so, make sure to match the email address, not the username.

Head to the Qwilr widget in your Salesforce account. (Your Salesforce admin will have set this up and can let you know where it is.) You'll see a Connect Now button. Click that and we'll match your Salesforce and Qwilr email IDs and enable your account.

Creating your first Qwilr Page

Step 1. Make sure you have a Salesforce template created.

Step 2. Head to the Lead/Contact/Account/Opportunity record you'd like to create a page from. If you're using Salesforce Classic, you should see the Qwilr widget wherever it was placed on the page layout. If you're using Salesforce Lightning, you'll find the Qwilr widget in the Details tab.

Step 3. Once you're at the Qwilr widget, click Create New.

Step 4. Select the template you want to use, and click Use Template.

Step 5. Success! You've created a Qwilr Page. You'll now see a mini dashboard for that page in the Qwilr widget. You'll be able to see the current page status here, as well as the total number of views it has.

Available options in the Qwilr widget

You can use the mini dashboard for your page to access a number of useful tools.

Preview 

Clicking the Preview icon lets you see the Qwilr Page that you will send to your client.

Edit

If you click the Edit icon, the page opens in Qwilr so you can make changes. All changes you make will be automatically saved and can be accessed via Salesforce as well.

Share

Clicking on the Share icon copies the link to the public version of your Qwilr page. Then you can paste that link into an email, instant message, text, or any other form of communication you use with your client. Qwilr generates a unique URL for your page. Your client can see the page, but it won't be visible to search engines.

View Analytics

When you click View Analytics, you're taken to Qwilr to see the analytics for this page. You'll be able to see the date, time, location, and duration of each view. You'll also see which blocks of the page your clients are spending the most time on.

Delete

You can delete any page that hasn't been accepted yet. When you click Delete, the page will be removed from the Qwilr widget and from your Qwilr account. You can learn more about deleted pages here.

Download as PDF

Clicking Download as PDF will save a PDF of the page to your computer, using the current display settings in Qwilr. If you need to change the page size, format, or add page numbers, please see this page.

Download CSV

At the top of the Qwilr widget, you'll see a button that downloads a CSV file. The file will contain the names, current status, and URLs of all of the pages you've created from this record. 

Viewing the page activity feed

You can see all of the activity for this page in the Activity tab of your Salesforce record. This activity feed includes the first view of the document and when it's accepted.

Viewing your pages in Qwilr

When you create Qwilr pages in Salesforce, they're stored in Qwilr as "child pages" of their template. To access child pages, locate the template on your Qwilr dashboard and click the  Children icon. 

From here, child pages can be edited, archived, disabled, or deleted as any normal Qwilr page can be. 

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