Marq Salesforce Integration: Installation and Getting Started

What You'll Learn

Installing the Marq packaged app in Salesforce
Adding the Marq component to Salesforce records
Creating personalized projects from Salesforce data
Presenting, sharing, and tracking engagement
Using templates with dynamic data population

What is the Marq Salesforce Integration?

The Marq Salesforce integration is a packaged application that embeds directly into your Salesforce environment. It enables sales teams to generate personalized proposals, presentations, quotes, and documents without leaving Salesforce.

Key Benefits

Work Where You're Already Working: No switching between toolscreate content directly in Salesforce
Automatic Personalization: Company names, logos, deal data populate automatically
Brand Consistency: Use approved templates that keep your brand on point
Time Savings: Generate personalized documents in minutes, not hours
Engagement Tracking: See when prospects view your content
CRM Integration: All projects saved to Salesforce records for easy access

Perfect For: Sales teams that want to create professional, personalized content faster while maintaining brand standards and keeping everything organized in Salesforce.

Part 1: Installing the Marq App

Installing Marq in Salesforce is quick and straightforward thanks to the packaged link distribution:

Access the Installation Link

Marq is now available as an official packaged link application:

Contact your Marq Customer Success Manager or access the installation link provided
Click the packaged link to begin installation
You'll be directed to the Salesforce installation page

Enter Your Salesforce Domain

On the installation page, enter your Salesforce domain
Choose whether to install in:
- Production: Your live Salesforce environment
- Sandbox: A test environment for evaluation
Click Continue to proceed

Recommendation: If you're new to the integration, consider testing in a Sandbox environment first. Once you're comfortable with the functionality, install in Production.

Authorize Permissions

Review and approve the permissions Marq needs to function:

Review the list of requested permissions
These permissions allow Marq to:
- Access Salesforce record data
- Save projects to records
- Read custom fields for personalization
Click Authorize to grant permissions
Wait for the installation to complete

Confirm Installation Success

Once the process completes:

You'll see an "Installation Successful" message
The Marq app is now available in your Salesforce account
You can proceed to add it to your records

Admin Note: Installation requires Salesforce administrator permissions. If you don't have admin access, contact your Salesforce administrator to complete the installation.

Part 2: Adding Marq to Salesforce Records

After installation, add the Marq component to the records where your team will create content:

Navigate to Record Page

Go to your Salesforce account
Open the object type where you want to use Marq (typically Opportunity, Account, or Contact)
Open any record of that type

Edit Page Layout

Click the Setup gear icon
Select Edit Page to enter the Lightning App Builder
You'll see the page layout editor

Add the Marq Component

In the Lightning App Builder, look for the Components panel on the left
Search for "Marq" or scroll to find the Marq component
Drag the Marq component onto your page layout
Position it where you want it to appear (common: in a new tab or prominent section)
Adjust the size to give adequate space for the interface

Save and Activate

Click Save to save your page layout changes
Click Activate or Save as Active if prompted
Choose which users or profiles should see this layout
Exit the Lightning App Builder

Verify the Component Appears

Refresh your record page
You should now see the Marq component
It's ready for users to connect and start creating content

Best Practice: Add the Marq component to all record types where sales teams need to create contenttypically Opportunities, Accounts, and Contacts.

Part 3: Using the Marq Integration

Once installed and added to your records, here's how your team will use the integration:

Connect Your Marq Account

Each user needs to connect their individual Marq account:

Navigate to a record with the Marq component
Click Connect in the Marq section
Log in with your Marq credentials
Authorize the connection
You'll now see templates available to you

Browse Available Templates

View templates that have been shared with you:

Templates appear in the Marq component interface
You'll see template names and thumbnails
Templates can be filtered or organized by your administrator
Only templates shared with you will appear

Create a Project from a Template

Generate personalized content with automatic data population:

Select the template you want to use
Click Create Project
Marq automatically pulls data from the Salesforce record:
- Company name
- Company logo (if uploaded to the record)
- Deal information
- Contact details
- Custom fields configured by your admin
The project opens with all data pre-populated

Time-Saver: Data population happens instantly. What used to take 20 minutes of manual copy-pasting now takes seconds.

Customize Your Project

Make any additional edits or adjustments:

Replace Images: Swap logos or images as needed
Adjust Text: Customize messaging for the specific prospect
Add Content: Include additional sections or information
Update Data: Modify any auto-populated information if needed

Save to Salesforce

Attach the project to the Salesforce record:

Click Save in the Marq interface
The project generates and saves automatically
It's now associated with the Salesforce record
Team members can access it from the record
The file is uploaded to Salesforce for storage

Part 4: Presenting, Sharing, and Tracking

Once your project is created, leverage powerful sharing and tracking features:

Present Mode

Show your content during sales calls and meetings:

Click the Actions menu on your project
Select Present
The project opens in full-screen presentation mode
Share your screen to present to prospects
Navigate through pages with keyboard or mouse controls

Download and Share

Get the project out of Salesforce for external sharing:

Download: Save the project locally as PDF, PowerPoint, or other formats
Copy Shareable Link: Get a URL that opens the project online
Email Integration: Attach or link in Salesforce emails

Send Via Email

Email directly from the integration:

Click Send Email in the Actions menu
A Salesforce email dialog opens
Your project is attached or linked automatically
Compose your email message
Send to the prospect
Email activity is logged in Salesforce

Advantage: All communication is tracked in Salesforce, giving you a complete activity history for each deal.

View and Track Engagement

Monitor how prospects interact with your content:

From the Actions menu, select View
See engagement analytics for your project
Track:
- When the prospect opened the document
- How long they spent viewing it
- Which pages they looked at
- Multiple viewing sessions
Use this data to time your follow-up calls perfectly

Live Updates

Projects stay current with live link technology:

Make changes to a project after sharing
Recipients who click the link see the latest version
No need to resend updated documents
Perfect for proposals that evolve during negotiations

Pro Tip: Check engagement data before your follow-up calls. If a prospect just viewed your proposal for 10 minutes, now is the perfect time to call and discuss.

Managing Projects

Viewing Project History

All projects created from a record are listed in the Marq component
See project names, creation dates, and status
Track what content has been shared with each prospect

Editing Existing Projects

Find the project in the Marq component
Click Actions Edit
Make your changes in the Marq editor
Save to update the version in Salesforce

Deleting Projects

Click Actions Delete
Removes the project from the Salesforce record
Use to clean up old or unused projects

Common Use Cases

Sales Proposals

Create personalized proposals for each opportunity
Company name, logo, and deal details auto-populate
Present during sales calls or send for review
Track when prospects review your proposal

Pricing Quotes

Generate quotes with pricing from Salesforce data
Professional formatting every time
Easy to update as deal terms change
Send and track acceptance

Sales Presentations

Customized decks for each prospect
Present from within Salesforce during screen shares
Leave behind as reference material
Update for different meeting stages

Account Summaries

Executive summaries for key accounts
QBR (Quarterly Business Review) presentations
Account plans and strategies
Renewal proposals

Marketing Collateral

One-pagers for specific accounts
Case studies featuring customer logos
Event invitations personalized to contacts
Campaign materials with account targeting

Template Strategy

Creating Effective Templates

Work with your marketing or design team to create templates that:

Match Your Sales Process: Templates for each stage of your pipeline
Include Smart Fields: Placeholders for Salesforce data
Maintain Brand Standards: Approved colors, fonts, logos
Are Easy to Customize: Simple for sales reps to personalize
Look Professional: Polished design that impresses prospects

Organizing Templates

By Deal Stage: Proposals, presentations, contracts
By Product/Service: Different offerings need different templates
By Industry: Vertical-specific messaging and design
By Use Case: New business vs. renewals vs. upsells

Best Practices

Data Management

Keep Salesforce Data Current: Accurate data = accurate personalization
Upload Company Logos: Add client logos to records before creating projects
Standardize Field Names: Consistent naming across your org
Use Required Fields: Ensure key data is always populated

Sales Workflow

Create Early: Generate proposals while on calls with prospects
Present Live: Use presentation mode during screen shares
Send with Context: Include a personalized email message
Follow Up Based on Engagement: Call when they view your content

Team Adoption

Show Quick Wins: Demo how much faster document creation becomes
Provide Training: Walk through the workflow with your team
Share Examples: Show before/after of manual vs. automated
Celebrate Success: Highlight deals closed using Marq content

Frequently Asked Questions

Do all users need individual Marq accounts?

Yes. Each Salesforce user needs to connect their own Marq account to create and manage content. This ensures proper template access and project association.

Can I use custom Salesforce fields in templates?

Yes. Any Salesforce field can be used in templates through smart fields, including custom objects and fields specific to your organization.

What happens if Salesforce data changes after I create a project?

Existing projects don't auto-update. However, you can edit the project to pull the latest data, or create a new version from the template.

Can I install in a Sandbox environment first?

Yes, and it's recommended. Test the integration in a Sandbox before deploying to Production to ensure it meets your needs.

How many records can I add the Marq component to?

There's no limit. Add the component to any record type Opportunities, Accounts, Contacts, or custom objects.

Is there a cost for the Salesforce integration?

The Salesforce integration is included with your Marq subscription. Contact your Customer Success Manager for details about your specific plan.

Related Resources

Transform Your Sales Content Creation

The Marq Salesforce integration eliminates the friction between your CRM and content creation. Sales teams can generate personalized, professional documents in minutes while working right where they already arein Salesforce. The result: faster deal cycles, better-looking content, and more time spent selling.