---
title: "Add CRM variables"
slug: "/help/integrations/salesforce/crm-variables"
last_updated: "2024-08-27T13:25:52Z"
zendesk_id: 27270003527955
zendesk_url: "https://help.walnut.io/hc/en-us/articles/27270003527955-Adding-CRM-Variables"
locale: "en-us"
category: "Connect and Optimize"
section: "Basic Salesforce Integration"
product: "integrations"
topic: "salesforce"
displayed_sidebar: "integrationsSidebar"
sidebar_position: 22
---

Revolutionize your sales team's productivity by enabling them to effortlessly generate personalized Walnut demos with just a single click. Begin by seamlessly creating CRM variables within your templates, streamlining the process and enhancing efficiency.

### Adding CRM Variables to Templates

Select the text element within your template and choose the variable icon  ![](pathname:///images/81d1b6ff8197e785.png) from the editor. Choose ![](pathname:///images/40187e3104c03beb.png) to configure your variable.

![](pathname:///images/48ac7965a6e1f278.png)In the variable window, turn the Text value toggle on for Salesforce ![](pathname:///images/04bf266e645d3c1e.png).

![](pathname:///images/b859d90e7343ac6a.png)

Select the source of the variable from the opportunity object the demo is connected.

The available source options are:

-   Account
    -   Company Name
-   Primary Contact
    -   Full Name
    -   First Name
    -   Last Name

![](pathname:///images/f506e53654dd968a.png)

Next, populate the Fallback field. This will ensure that if the variable is not successfully found in the CRM, there will always be a safe fallback option. 

![](pathname:///images/083175122738910d.png)

Hit ![](pathname:///images/c27cfeb1a6726718.png)to ensure the variable saves!

That's it - once the variable source is selected, it will automatically populate from the CRM anytime a demo is published from the template.

### Important to Note 📝

-   CRM variables can only be added to a text variable within Walnut.