Salesforce: Template Creation

To create a template for Salesforce, you'll build a Qwilr Page, convert it, and then add some "tokens" to pull in details from your Salesforce records.

*Links to a separate article

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

Converting 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 get started, create a Qwilr Page. While you have it open for editing, head to the top right corner and click the Convert to Template icon.

Step 2. With the conversion 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.

Note: 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 library. To access it, click the Create New button on your dashboard, then choose From Template.

Locate your template in the library, and then click the Edit button to open it for editing.

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

Note: The Account tab of this list is for account tokens, which are not currently supported for the Salesforce integration. Be sure to use the Salesforce tab.

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.

Note: In this example, we've added placeholder text to help remember where the tokens will go. You don't have to do this!

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

Note: See how you can search for specific tokens? That's a great time-saver.

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.

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 salespeople. 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 if you want to use this template as a regular Qwilr template?

You can convert this Salesforce template to a regular Qwilr template anytime. It’s worth noting though, that any Salesforce token you use will no longer pull any data once you created a page, instead, you’d manually fill in any corresponding data in the form. To do this:

Step 1. Click the Create New button, and then choose From Template.

Step 2. In your template library, choose the Qwilr template you want to use, and click on the title to preview it.

Step 3. Head to the top right corner of the template preview, and click the Create Page button.

Step 4. A form will pop up, with a field for the Salesforce tokens you've used. Fill in the form for each field, and then click Create Page again.

Note: If you are using the Products token, you will need to manually add your product line items to the page as this is not yet supported by the form.

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.