Salesforce: Template Creation

Looking for an effortless setup? Create reusable Salesforce Templates!

In this article:

• Creating your template
• Adding tokens
• Styling a token
• Removing a token
• Changing the object for a template
• Cloning a Salesforce template*
• Deleting a Salesforce template*

*Links to a separate article

Creating your template

We're assuming here that you've already set up the Salesforce integration. You should also be logged into your Salesforce account.

Step 1. To create a new blank template, click Library in the top left of your screen, and select Templates. Click the create blank template button

Step 2. With the conversion or new blank template done, it's time to connect this template to Salesforce. A new Tokens icon will pop up in the top right corner of the template. Click that.

Step 3. A list of available tokens will appear. It has two tabs. Click on the CRM tab, and then click Add to CRM.

Step 4. Enable the Use in Salesforce switch, and then choose which area of Salesforce you plan to use it in: Contact, Account, Lead, or Opportunity records. Click Confirm to save.

The object you choose determines which tokens will be available to add to your template. You can also change the object of a template at any time.

Adding tokens

Now that you've converted the template, it's time to add some tokens. 

Your template now lives in your template dashboard. If you don't still have it open here's how to access it. Click the Library option at the top left of your Qwilr account, then choose Templates

Locate your template in the dashboard, and then click more actions vertical dots option on the template you wish to edit, then edit this template option.

Next, head to the top right corner of the template. Click on the Tokens icon again to reveal your list of tokens.

Two ways to place tokens

You can either copy/paste or drag/drop tokens into your template.

To copy a token, click on the Copy icon next to its name. Then place your cursor in the template where you want the token to be. Use your keyboard command of Ctrl-V or Cmd-V to paste it.

Alternatively, you can click on the token and drag it to the location in your template.

Tokens for custom fields

You can add custom fields to your Salesforce records. If you do, please reach out to us so we can add those fields to your token list in Qwilr.

Styling a token

You can make any token bold or italic. To do that, click on the token to bring up the editing toolbar. Then choose the style you want.

Removing a token

To remove a token, click on it to bring up the editing toolbar. Then click the trash can icon.

Changing the object for a template

Sometimes you convert a template for one object, but then realize you want to use it with a different object. 

For example, let's say you've created an Opportunity template for HubSpot, and you later want it to be an Account template instead. No problem - you can change the object associated with your template at any time.

To get started, open your template for editing. Then head to the top right corner and click the Tokens icon.

The token list will appear, and at the top you'll see the object this template is currently assigned to. Click Change.

You'll be prompted to choose a different object. If you have tokens in your template that won't be supported with the new object, you'll be prompted to change these as well.

Click Confirm to save the changes.

What's Next?

Want to learn some extra template tricks?

• Adding a token to the title of your template
• Adding tokens for images, videos, and maps
• Setting user permissions for a template

Ready to use your Salesforce template?

• Salesforce User Guide

Have questions? Reach out to us at [email protected].