Introduction to Variable Fields

Variable fields allow you to have replaceable sections within templates.

This means that you don't have to manually replace things like CUSTOMER NAME or ADDRESS every time you create a new Quote, Proposal, Report or any other type of document.

For both the Salesforce integration and the BluePrint API we use the standard of wrapping the relevant variable in two curly brackets (AKA braces) - which are: {{}}

Variables in Salesforce

The section that you set up Qwilr into will make a big impact on how you need to structure your variables.

For example, if you set up Qwilr inside Opportunities Object (as is common) all of the Opportunities variables are accessible directly. However, to use associated variables you will have to direct Qwilr towards the relevant Object.

So direct links to native Opportunities data will work - such as:

{{Amount}}

{{CloseDate}}

{{Description}}

{{FiscalYear}}

{{LastActivityDate}}

To link to other areas you will need to direct them via {{Object.Name}} - such as:

Company Name = {{Account.Name}}

Company website = {{Account.Website}}

Sales Rep Name = {{Owner.Name}}

Sales Rep Email = {{Owner.Email}}

This can go as deep as needed - for example:

{{Account.Owner.Contact.Name}}

Other Important Notes

Any variable that does not have any relevant information is automatically defaulted to a blank.

All variable fields are case sensitive.

We have compiled a list of the more common standard Salesforce fields that you might find useful in building your templates.

For more information please see our Help Center, or reach out to a member of our team via [email protected]