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 variables to your content to pull in details stored in Salesforce.

Note: We're currently updating the CRM Templates feature. If your account is recently created, you may have our CRM Templates and Tokens feature enabled. If you see the Tokens icon in your page editor, please use these instructions instead.

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.

Salesforce variables

Within your page content (and title) you'll be able to add variables (tokens) to pull in data from Salesforce records. 

A variable is set between two sets of curly braces, like this: {{ }} . Some examples:

Name = {{Name}}
Account Number = {{AccountId}}
First name = {{FirstName}}
Industry = {{Industry}}

We have a more complete list of possible variables here .

You'll also be able to pull in details from Price Books using the {{products}} variable. We have more information on that here.

Page tags

Once everything is ready with your page content, it's time to add tags to the page. You can do this from the page editor or the dashboard.

Note: Tags are case sensitive. They must be added exactly as shown here.

1. Tag ALL salesforce templates with:  sfdc 

2. Tag each templates with the Salesforce area where you need it to appear. The options are: 

  • account
  • lead
  • contact
  • opportunity

For example, if you'll be creating Qwilr Pages from within Salesforce Opportunities, you'll tag your template as sfdc and opportunity.

Note: If your account uses the Tokens feature, you do not need to tag your templates.

Template permissions

Salesforce templates obey the same permissions structure as the rest of your account. Anyone with admin permissions will be able to view all templates. Otherwise, you'll want to explicitly give a user at least "view" 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. 

FAQs

I'm not seeing my templates in Salesforce

If you're not seeing any templates in Salesforce, you'll want to verify a couple things:

  • Your template hasn't been converted to a Qwilr Template. It should be visible on your dashboard.
  • Your template has the correct tags added. It needs sfdc and at least one of accountlead | contact | opportunity

My colleague can see a template but I can't

Have an account admin check the template permissions. You'll need view or edit access to a Qwilr template in order to see it in Salesforce.

I'm getting an error when I try to create a page

Most errors of this kind happen because there's an issue with one or more variables in your template. The error message should let you know which variable is the issue. If not, get in touch with our team. Let us know what the specific error message is and which template you're using.

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.

Still need help? Contact Us Contact Us