Salesforce V2: Managing Custom Fields

Qwilr makes the most commonly used Salesforce fields available to your Templates automatically. Anything else, including the custom fields you've built in Salesforce, you can switch on and off so your variables list stays short and easy to search.

In this article:

• Importing Custom Fields
• Variables from Related Records
• Removing Custom Fields
• Supported fields

Importing Custom Fields

Step 1. Open Settings → Integrations, click the Salesforce tile, and open the Variables tab.

Step 2. Choose the record type in the CRM object dropdown; Accounts, Contacts, Leads or Opportunities. The list below updates to show that record type's fields.

Step 3. Find the field you want. Type into Search by CRM field to narrow the list.

Step 4. Tick the checkbox next to each field you'd like available in your Templates.

Your changes save on their own. Qwilr saves a moment after you stop clicking and confirms with a message. Give it a second before you navigate away. Fields you check are available to everyone in your Qwilr account, in every Template matching that custom field's record type.

Variables From Related Records

Variables from related records can be reached in Templates for different record types. An Opportunity can reach fields on its related Account and on its Primary Contact, and a Contact can reach its Account.

Owner fields work the same way. Start with "Owner" in an Opportunity Template in Qwilr and you'll see the owner's Name and Email; and on Opportunity and Account Templates, their First Name and Last Name too.

Qwilr looks the person up in Salesforce for you.

Removing Custom Fields

If you no longer need a field, you can take it back out of your Variables list. Open the same Variables tab in your Integrations > Salesforce settings, find the field, and untick its checkbox.

Supported Fields

Qwilr can use any Salesforce field that resolves to a single value. Here's how each type behaves once it's on a Template.

🟢 Fully supported

• Text, Text Area, Long Text Area, Email, URL, Phone, Encrypted text, Auto Number — the value as stored.
• Number, Currency, Percent — the number as stored, including any decimal places. No thousands separators, currency symbol or % sign.
• Date, Date/Time, Time — the value as stored (a date comes through as e.g. 2026-04-14  ).
• Picklist — the selected option.
• Multi-select Picklist — every selected option, semicolon-separated (e.g. Value1;Value2  ).
• Address — available two ways: as the single compound field, flattened to one comma-separated line (street, city, state, postal code, country — empty parts are skipped), or as the individual street / city / state / postal code / country fields, each its own Variable.
• Salesforce user / Owner — drill in for name and email (plus first and last name on Opportunity and Account).
• Related record drill-downs — lookup and master-detail relationships appear as drill-downs (up to two hops), and each related field behaves the same as the field it points to.

🟡 Partly supported

• Checkbox — shows as true   or false   rather than Yes or No. If you'd like friendlier wording on a Page, use a picklist field instead.
• Rich text — the HTML tags show as text instead of formatting.
• Formula — works when the result is a single text or number value; formulas producing compound results don't resolve.
• Roll-up summary — works for COUNT, SUM and AVG; more complex aggregations may not resolve.

🔴 Not supported

• Geolocation compound fields — the single field holding both coordinates at once. The separate Latitude and Longitude fields work fine, as do the ordinary Address fields.
• File and attachment fields.

If you have any questions or concerns, please reach out to Qwilr Support by emailing help@qwilr.com.