Salesforce: Template Creation

Creating a template for Salesforce is very similar to creating a regular Qwilr Page. The main difference is that you'll add tokens to pull in details stored in Salesforce.

*Links to a separate article

Note: The Salesforce integration is only available to Enterprise plan customers. Templates can only be created by account admins.

Creating your content

We're assuming here that you've already set up the Salesforce integration

To get started with your first template, create a Qwilr Page. You can start from scratch, or use one of our pre-designed templates. 

Your page should be left as a regular page, and be visible on your dashboard. If you convert it to a Qwilr template, it won't be available in Salesforce.

Adding tokens

Once you've created your page, click the Tokens icon at the top right corner.

Use the dropdown menu to select Salesforce as your CRM tool. Then select an object: Account, Contact, Lead, or Opportunity.

By choosing an object, you're choosing where in Salesforce your template will be available. So for example, if you select the Opportunity object, you'll be able to use this new template from within Opportunity records.

When you've selected your CRM tool and object, click Convert to Template. Then click Keep Editing, so you can add some tokens.

Using the Tokens list

At this point, when you click the Tokens icon, you'll see a list of available tokens. 

Click on the token you want to use and drag it to the location where the information should appear. You can add as many tokens as you need.

The search bar helps you locate specific tokens.

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.

Adding a token to the title of your template

It's a good idea to add at least one token to the title of your template. That way, each page you create from it will have a unique title. If you don't add a token to the title, then every page you create will have the same title, which can make it hard to keep them organized.

To add a token to your page title, instead of dragging and dropping, you'll want to type it manually into the title field. Wrap the token text in 2 sets of curly brackets, like this: 

For this manually-typed token, you'll want to follow Salesforce's formatting exactly. This page has many sample tokens.

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.

Changing the object for a template

Sometimes you convert a template for Opportunity records, but then realize you want to use it with Lead, Account, or Contact records instead. No problem - you can change the object associated with your template at any time.

To get started, head into your template and click the Tokens icon in the top right corner.

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

A pop-up will appear, where you can choose a different object. Click Continue to save the change.

Sometimes when you change the object for your template, you'll need to update some of the tokens. If your template has tokens that need updating, you'll see another pop-up appear, showing what those tokens are. For each one, choose the closest match from the drop-down menu. Then click Confirm to save the changes.

Template permissions

Salesforce templates use the same permissions structure as the rest of your account. Anyone with admin permissions will be able to view all templates. You'll want to grant Creators either view-only or edit access to any templates they'll need to use.

This option is great if you want to have specific templates for sales people. You can grant them view access to their own template, and within Salesforce they'll only be able to see that template.    

Note: If you move a template to your account's Archived folder, it will no longer be visible in Salesforce.

What's next?

Now that your template is ready, it's time to head over to our Salesforce User Guide to learn how to use it.