Salesforce: Formatting tokens for your template title

To add variables to your Qwilr template, you'll want to use our drag-and-drop Tokens tool. But if you want to include a variable in the title of a template, this guide will help you format it.

Note: The Salesforce integration is available only on our Enterprise plan.

Variable basics

Note: manually-typed variables can only be used in the title of your template. All other variables should be drag-and-drop tokens.)

When you manually type a variable, it should always be wrapped in 2 sets of curly braces, like this: {{EXAMPLE-VARIABLE}}. 

Variables are case-sensitive and also format-sensitive. A variable won't work unless it's formatted exactly the way Salesforce formats it. Below are a lot of sample variables you can copy.

Each area of Salesforce uses its own set of variables

For example, if you set up Qwilr in the Opportunities area, you'll be able to use Opportunity variables in your Qwilr templates. Here's a list of examples.

Referencing data in other related areas 

Chances are, you've related some of your Salesforce records to other records. For example, maybe you have an Account record for a client, and that's related to an Opportunity record for a specific deal you're working on with that client.

Variables can be related like this, too. You can add an "object name" to certain variables so they can pull information from related records.

For example, let's say you're building a Qwilr template to use in your Account records. The variable that pulls in the account name is {{Name}}. (The variable needs no other information because you're already in an Account record.)

But what if you're in an Opportunity record, and you want to pull in that account name? You can still do it, but you'll need to update the variable so it specifies the right object. So in this case, you'd use {{Account.Name}} instead of {{Name}}.

Here are some other examples of variables that specify a related area:

• Company website = {{Account.Website}}
• Sales Rep Name = {{Owner.Name}}
• Sales Rep Email = {{Owner.Email}} 

Adding custom fields in Salesforce

You can also add custom fields. The correct format for these in Salesforce is the variable name, followed by a double underscore and lowercase c at the end. Like this: {{CustomField__c}}.

Complete Salesforce Field options can be found here

Note: If you add custom fields to your Salesforce account, please contact us so we can add them to the token list in your Qwilr account.

Opportunity variables

Below is a list of commonly-used fields in the Opportunities area of Salesforce. 

Common fields:

• {{AccountId}}
• {{Amount}}
• {{CloseDate}}
• {{ConnectionReceivedId}}
• {{ContractId}}
• {{CurrencyIsoCode}}
• {{Description}}
• {{FiscalQuarter}}
• {{FiscalYear}}
• {{LastActivityDate}}
• {{LastReferencedDate}}
• {{LastViewedDate}}
• {{Name}}
• {{OwnerId}}
• {{Type}}

Useful fields that reference other areas:

Account: 

• Company Name = {{Account.Name}}
• Company Address = {{Account.BillingStreet}}, {{Account.BillingCity}}, {{Account.BillingState}}, {{Account.BillingPostalCode}}, {{Account.BillingCountry}} 
• Company Industry = {{Account.Industry}}
• Company - Number of Employees = {{Account.NumberOfEmployees}}
• Company website = {{Account.Website}}

Owner:

• Sales Rep Name = {{Owner.Name}}
• Sales Rep Email = {{Owner.Email}}
• Sales Rep Phone = {{Owner.Phone}}
• Sales Rep Title = {{Owner.Title}}

Lead variables

Below is a list of commonly-used fields in the Lead area of Salesforce. 

Common fields:

• {{Address}}
• {{City}}
• {{Company}}
• {{Country}}
• {{CurrencyIsoCode}}
• {{Description}}
• {{Division}}
• {{Email}}
• {{FirstName}}
• {{Industry}}
• {{LastActivityDate}}
• {{LastName}}
• {{LastReferencedDate}}
• {{LastViewedDate}}
• {{MobilePhone}}
• {{Name}}
• {{NumberOfEmployees}}
• {{OwnerId}}
• {{PartnerAccountId}}
• {{Phone}}
• {{PostalCode}}
• {{Salutation}}
• {{State}}
• {{Suffix}}
• {{Title}}
• {{Website}}

Useful fields that reference other areas:

Owner:

• Sales Rep Name = {{Owner.Name}}
• Sales Rep Email = {{Owner.Email}}
• Sales Rep Phone = {{Owner.Phone}}
• Sales Rep Title = {{Owner.Title}}

Account variables

Below is a list of commonly-used fields in the Account area of Salesforce. 

Common fields:

• {{AccountNumber}}
• {{BillingAddress}}
• {{BillingCity}}
• {{BillingCountry}}
• {{BillingPostalCode}}
• {{BillingState}}
• {{Industry}}
• {{IsPersonAccount}} (see the above link for more details on this) 
• {{LastActivityDate}}
• {{LastReferencedDate}}
• {{LastViewedDate}}
• {{Name}}
• {{NumberOfEmployees}}
• {{OperatingHoursId}}
• {{OwnerId}}
• {{Ownership}}
• {{ParentId}}
• {{Phone}}
• {{Salutation}}
• {{ShippingAddress}}
• {{ShippingCity}}
• {{ShippingCountry}}
• {{ShippingPostalCode}}
• {{ShippingState}}
• {{Site}}
• {{TickerSymbol}}
• {{Tradestyle}}
• {{Type}}
• {{Website}}
• {{YearStarted}}

Useful fields that reference other areas:

Owner:

• Sales Rep Name = {{Owner.Name}}
• Sales Rep Email = {{Owner.Email}}
• Sales Rep Phone = {{Owner.Phone}}
• Sales Rep Title = {{Owner.Title}}

Contact variables

Below is a list of commonly-used fields in the Contacts area of Salesforce. 

Common fields:

• {{AccountId}}
• {{AssistantName}}
• {{Birthdate}}
• {{ConnectionReceivedId}}
• {{ConnectionSentId}}
• {{Department}}
• {{Description}}
• {{Email}}
• {{FirstName}}
• {{LastActivityDate}}
• {{LastCURequestDate}}
• {{LastCUUpdateDate}}
• {{LastName}}
• {{MailingAddress}}
• {{MobilePhone}}
• {{Name}}
• {{OwnerId}}
• {{Phone}}
• {{ReportsToId}}
• {{Salutation}}
• {{Suffix}}
• {{Title}}

Useful fields that reference other areas:

Owner:

• Sales Rep Name = {{Owner.Name}}
• Sales Rep Email = {{Owner.Email}}
• Sales Rep Phone = {{Owner.Phone}}
• Sales Rep Title = {{Owner.Title}}

Account: 

• Company Name = {{Account.Name}}
• Company Address: {{Account.BillingStreet}}, {{Account.BillingCity}}, {{Account.BillingState}}, {{Account.BillingPostalCode}}, {{Account.BillingCountry}} 
• Company Industry = {{Account.Industry}}
• Company - Number of Employees = {{Account.NumberOfEmployees}}
• Company website = {{Account.Website}}