Walnut users can easily create personalized demos directly from the Salesforce Opportunity page.
Creating a New Demo
Open the opportunity page for the prospect you want to create the demo for and click the `Get a Demo` button.
See here instructions for adding the button.
If you have not done so already, this will prompt you to sign in to Walnut.
Once logged, you will have access to all of your Walnut templates. Select the template you want to publish into a demo.
Within the Walnut Wizard, click Create New Demo.
You will see that the opportunity details will automatically populate here. You will then be able to see any of the template's CRM variables if the exist. Then Continue to Demo Preferences.
Finalize your demo preferences and then click Save Demo.
The demo will then be successfully created and linked to the opportunity you created it from!