Salesforce: Installation & Setup
This is a guide to help Salesforce Admins setup Qwilr for their team. There are instructions for installation and setup in both Classic and Lightning.
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
- Log in to your Salesforce Admin account
- Head to Qwilr's listing on the App Exchange
- 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 it visible on your Salesforce Lead, Contact, Opportunity, and/or Account pages. The Classic and Lightning versions of Salesforce have different processes - you'll find instructions for both below.
Setup in Lightning
You can use these steps whether you're adding Qwilr to an Opportunity, Lead, Contact, or Account page. If you want to add it to more than one kind of page, just repeat these steps in each area. In the example below we will add it for the Opportunity Page.
Step 1. Click the Gear icon in the top right corner and then choose Setup.
Step 2. In the top navigation bar, click the Object Manager tab.
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. At the top of the page, select the Visualforce Pages option (you may need to scroll down to see it).
Step 7. First, click on the Section block. Drag this to the place you'd like it to appear on your Opportunity page. You'll see a formatting pop-up appear. Name this section "Qwilr," and click the 1-Column button.
Step 8. Then go back to the Visualforce pages, and 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. Lastly, save the new layout by clicking Save in the top left corner.
You've now added Qwilr to the Opportunity page for all users in your Salesforce organization. Remember, you can also add Qwilr to your Lead, Account, or Contact pages by following these same steps.
Finding the Qwilr app
To see the Qwilr App, exit Setup and then head to any Opportunity record. Click on the Details tab.
The first time you (or any of your users) go to create a Qwilr Page, you'll need to connect your Qwilr account to your Salesforce account. This is a one-time process for each user.
Note: Qwilr matches the email address we have on file with the email address on 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 Lead pages too.
Step 1. To get started, go to any Lead record. Click Edit Layout in the top right corner.
Step 2. In the Contact layout tab, select the Visualforce Pages option (you may need to scroll down to see it). From here, choose Section and drag it to the place you'd like it to appear on your Contact page.
Step 3. Name the Section "Qwilr" and select the 1-Column Layout. Then click OK. Then drag the Qwilr_Contact block from the Object Manager into your new section.
Step 4. From there, click the wrench icon in the top right corner of the new section. Change the height to 350 pixels and click Show Scrollbars.
Step 5. Click OK. Once that's done, you'll see the Qwilr widget in each Contact record.
Now that you have the integration set up, it's time to create a Salesforce template in Qwilr.
To uninstall Qwilr from Salesforce, remove the Qwilr widgets from all of the object layouts that you added them to. (To do this, follow the setup instructions above, but this time remove the widgets instead of adding them.)
Next, use the search bar to locate Installed Packages, and click on the result.
Click the Uninstall link for the Qwilr package.