About this Feature
Walnut users can generate personalized demos straight from Salesforce by clicking the Get a Walnut button on any standard Salesforce object—Leads, Contacts, Opportunities, or Accounts.
Snapshot 📸
- Role Access: Admin, Editor, Presenter
- Location: Walnut App for Salesforce
Before You Begin
Before you begin, ensure that:
- The Salesforce Integration is enabled in Walnut > Integrations
- The Walnut App for Salesforce is installed
- The Get a Walnut quick action button is embedded in your Salesforce objects
How to Create a Demo a from Salesforce
Open a Lead, Account, Contact, or Opportunity record in Salesforce and click the Get a Walnut button. Haven’t embedded it yet? Learn how here.
If you’re not logged in to Walnut, you’ll be prompted to sign in.
Once signed in, your Walnut Library will appear in Salesforce:
- To generate a custom link for an existing demo or playlist: Click Copy link next to an existing demo or playlist
- To create and customize a new demo: Click Create a demo next to a template, then select Create New Demo in the demo launcher
Walnut will automatically pull in details from the Salesforce record. If the template includes CRM variables, they’ll populate here. Click Continue to Demo Preferences.
Finalize your demo preferences and click Save Demo & Copy Link.
That's it!
Your personalized demo is now live—and automatically linked to the Salesforce record you created it from. ⚡️