Salesforce: Template Creation

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

*Links to a separate article

The Salesforce integration is only available to Enterprise plan customers.

Creating your content

To get started, create a Qwilr Page. You can start from scratch, use one of our pre-designed templates, or you could work with one of our recommended Qwilr Specialists (just email us to get an intro). If you are on an Enterprise plan, you can also work with your Account Manager.

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

Adding Tokens

Now that you have a page created, click on the  Tokens icon at the top right corner.

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

By choosing an object, you're defining where in Salesforce your template will be available. You're also defining what tokens will be available to add to your template.

So for example, if you select the Opportunity object, you'll be able to use this new template from within Opportunity records. You'll also be able to use tokens to pull in Opportunity details.

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, you'll see a list of available tokens appear on the right side of the editor. 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.

Adding a token to the title of your template

It's a good idea to add at least 1 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. First, choose the token you'd like to use from the list. Then type 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.

Editing 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 choose the trash can icon.

 

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  Confirm to save the change.

Each object in your CRM has a different set of tokens available. So when you change the object for your template, it's likely that you'll have to update 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 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. They can be given view access to their own template and within Salesforce they'll only be able to see that template.    

What's next?

When your template is created, it's time to head over to our Salesforce User Guide to learn how to use it.

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