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: Integration settings are only available on Business and Enterprise plans and 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 UsersInstall

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 have 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 will differ if you're using the Classic or Lightning versions of Salesforce.

Setup in Lightning

When adding Qwilr to the different areas of Salesforce, the setup for each page is the same. In the example below we will add it for the Opportunity Page.

Go to Setup via the Gear icon in the top right:

From the left Navigation Bar click Objects & Fields → Object Manager:

Depending on the section you're adding Qwilr to you may see options for Lead, Contact, Account, or Opportunity. In this example we're adding to the Opportunity we'll be selecting the Opportunity Layout.

In Object Manager at the top of the page, select the Visual force 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 Opportunity page, which will be shown below the Object Manager.

Name the Section Qwilr and select the 1-Column Layout. Press OK. Then drag the gray Qwilr_Opportunity icon from the Object Manager into the new Qwilr Section that you have just created.

Once done, click on the Wrench Icon in the top right of the Qwilr_Opportunity Section to go to Properties:

  1. Adjust the pixel height to 350
  2. Check the Show Scrollbars box

Press OK

Then click Save at the top left 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 Lead, Account, or Contact simply follow the same steps for them from the Object Manager part of Setup.

To see the Qwilr App, head to any Opportunity 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.

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

In the Contact layout tab, select the Visual force 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.

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

Once done, click on the Wrench Icon in the top right of the Qwilr_Contact Section to go to Properties:

  1. Adjust the pixel height to 350
  2. Check the Show Scrollbars box

Press OK. Once that's done Qwilr 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 added them to.

To do this, follow the setup instructions given above, this time removing the components instead of adding them.

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

Click the Uninstall link for the Qwilr package: 

We always appreciate feedback. If there is something that we could have done better with the integration please let us know.