Salesforce: Installation & Setup

This guide will help Salesforce Admins set up Qwilr for their team. If you prefer video, we have both Classic and Lightning videos here.

Note: This integration is only available to Enterprise plan customers and these settings are only available to account admins. You'll need Salesforce Super Admin access to perform this setup.

Installing the App

  1. Log in to your Salesforce Admin account.
  2. Head to Qwilr's listing on the App Exchange.
  3. Select Install for All Users.

That's all you'll need to do, you've now installed the app. If you run into any issues with installation, please get in touch with our team.

Once you've installed the Qwilr App, you can have the Qwilr App visible on your Salesforce Lead, Contact, Opportunity, and/or Account pages. The way you'll add the app depends on whether you're using the Classic or Lightning versions of Salesforce.

Setup in Lightning

You'll need to take these steps in each area of Salesforce where you want to create Qwilr Pages. In the example below, we'll add it for the Opportunity area.

Step 1. In Salesforce, click the gear icon in the top right corner. Choose Setup.

Step 2. From the left menu click Objects & Fields → Object Manager.

Step 3. From the Object Manager menu, choose Lead, Contact, Account, or Opportunity. In this example we're choosing Opportunity. 

Step 4. From there, choose Page Layouts from the left menu.

Step 5. Next, select the Opportunity Layout. (If you've chosen a different object, you'll be choosing Lead Layout, Contact Layout, etc.)

Step 6. Head to the Object Manager at the top of the page. Choose the Visualforce Pages option (you may need to scroll down to see it). 

Step 7. Now, click on the Section block. Drag this to the position where you'd like it on the Opportunity page. You'll see a pop-up that has formatting options. Name this section "Qwilr," and click the 1-Column button.

Step 8. Then go back to the top of the page and click Visualforce pages again. Click and drag the Qwilr_Opportunity block to your new blank section.

Step 9. Click the wrench icon in the top right corner of the new Qwilr section. Change the height to 350 pixels and click Show Scrollbars. Then click OK.

Step 10. Click Save in the top left corner of the Object Manager.

You have now installed Qwilr into the Opportunity Page for all users in your Salesforce organization. If you wish to add Qwilr to the Lead, Account, or Contact areas, simply follow the same steps for them from the Object Manager.

To see the Qwilr App, head to any Opportunity record and click on the Details tab.

The first time you or any of your users go to create a Qwilr Page, you will have to connect your Qwilr account to your Salesforce account. This is a one time process for each user and once connected it will be connected going forward.

Note: Qwilr matches the email address we have on file with the email address used in your Salesforce account. If these do not match, you won't be able to connect your accounts. You can update your Qwilr email address in your account settings.

Setup in Classic

In this example, we'll add Qwilr to the Contact layout, but you can use these steps for Account, Opportunity, and/or Lead too.

Step 1. To get started go to any lead and click Edit Layout in top right:

Step 2. In the Contact layout tab, select the Visualforce Pages option (you may need to scroll down to see it). From here you can drag a new section into the position you would like it on the Contact page, which will be shown below the Object Manager.

Step 3. Name the Section "Qwilr" and select the 1-Column Layout. Then click OK. Then drag the gray Qwilr_Contact icon from the Object Manager into the new Qwilr Section that you have just created.

Step 4. Once done, click on the wrench Icon in the top right of the Qwilr_Contact Section to go to Properties. Change the height to 350 pixels and click Show Scrollbars.

Step 5. Click OK. Once that's done the Qwilr widget will now be available on the Contact page.

Uninstalling

To uninstall Qwilr from Salesforce, remove the Qwilr widgets and buttons from all of the object layouts that you've added them to.

Step 1. Follow the setup instructions given above, this time removing the components instead of adding them.

Step 2. Next, go to the Installed Packages list by searching Installed Packages in the left sidebar on the Setup page.

Step 3. Click the Uninstall link for the Qwilr package. 

What's Next?

Now that you have the integration set up, it's time to create a template in Qwilr. The process you use depends on your account.

If you see the Tokens icon at the top of your Qwilr pages, please see these instructions.

If you don't see this icon in your account, please see these instructions.

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