Salesforce: Template Creation

Creating a template for Salesforce is very similar to creating a normal Qwilr Page. The main differences are specific tags you'll add and the use of variables in your content (to pull in details stored in Salesforce).

Note: We're currently updating the CRM Templates feature, and if your account is recently created you may have our CRM Templates and Tokens feature enabled.

The Salesforce integration is available only on our Business and Enterprise plans.

Creating your Content

To get started, create a Qwilr Page. You can start from scratch, work with your Account Manager if you are on an Enterprise plan, 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). 

Your page should be left as a page and be visible on your dashboard. If it's been converted to a Qwilr app template it won't be available in Salesforce.

Salesforce Variables

Within your content (in your Blocks as well as the page title) you'll be able to add in variables (tokens) that pull data from within Salesforce. 

A variable is set between two sets of curly braces {{}} . 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 your tags. You can do this from the edit screen or the dashboard.

Please note, tags are case sensitive. They must be added exactly as shown here.

1. Tag ALL salesforce templates with:  sfdc 

2. Tag the templates with the location(s) that you wish them 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.

The example below will show on both Accounts and Opportunities.

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 in order for them to be able to view a template.

This 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 any templates

If you're not seeing any templates within Salesforce you'll want to verify a few 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 at least view access within Qwilr for a template to be available.

I'm getting an error on creation

Most errors are related to variables in use. The error should let you know which variable is the issue. If it's not, get in touch with our team and let us know what the specific error is and what template you're using.

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