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.

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

Maybe you already have a Qwilr page you've created that you want to see as a template. After you create a Qwilr Page, while editing it, you can head to the top right corner and click the Convert to Template icon.

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.

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.

Note: You can add automatic link expiry to your template. That will apply this security setting to each page your team creates from the template.

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.

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.

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

What's Next?

Want to learn some extra template tricks?

Ready to use your Salesforce template?

Still need help? Contact Us Contact Us