Other useful objects include Kanban to show the progress of items, process bars to show steps, and calendar to keep track of items. You can insert objects – some examples for inserting a table to insert a spreadsheet (it works like Excel and has formulas too) draw.io to draw and include diagrams.You can use chat for direct interactions to get direct answers on the relevant topics. There are fewer emails – everyone can contribute depending on the access you set to the document and make edits.
They say “an elephant never forgets” Quip is similar. For meetings, you can easily capture actions and next steps and add reminders for items and alert when necessary. Easy to view information – This is easy to digest and easy to follow during conference calls and make on the fly amendments to your document.You can alert others to participate by their name and have the security of who accesses what information for peace of mind with security. Sharing is caring -You can share instantly and see an audit trail of who has changed what? This is functionality not as easy to access in other options.Audit Trail – No more guessing who has made what changes where or asking the question “who has read your document?”.Changes are reflected instantly and in real-time – You always have a single version of the truth and the most recent version of your document to refer to for key decision making and the purpose you are sharing it for.Accessibility – Quip can be accessed from your browser, OS application, or from your mobile for easy accessibility and amendments if you are stationary or on the go.All you need to do now is add the components or the different tools and mini “modules” to use inside Quip for Sales to streamline your team’s processes.Let’s dive into 15 Advantages of Using Quip: You’ve set up the framework for Quip and Salesforce to share data. Click Go To External Data Source and click Validate and Sync on the External Data Source page. Next, configure the External Data Source to turn on Global Search. Click Get Connected App and follow the guided installation steps.
#YOUTUBE SALESFORCE QUIP INSTALL#
Install the Connected App to let Quip share data with Salesforce. Assign an external data source to your permission set. Give your team access to Quip by assigning permissions.Ĭlick Set Permissions then move the permission sets you want Quip to access to the right. You can also manually create an external data source in Setup if you prefer.Ĥc. To save setup time, a Quip external data source is automatically created for you. Create an external data source to connect your Quip content to Salesforce. Go to Settings | Integrations to view your Salesforce API Key.Ĥb. Tip: You can find your Quip Client ID and Client Secret in the Quip Admin Console. (Only someone who is both a Quip and Salesforce admin can complete the connection.) ✅Įnter your Quip site subdomain, or use your Quip Client ID and Client Secret.
Complete the steps outlined in the Setup menu.īefore moving on to the next step, make sure you have a green checkmark for this section, showing you’ve completed all the steps. Enter Quip in the search bar and select it from the dropdown.Ĥ. Then, click Sales or Service as appropriate.ģ. Once you’ve verified the previous, congratulations! You are ready to make the connection between Quip and your Salesforce instance.ġ. If you are a paying Quip Starter or Quip Enterprise customer or are not a Quip admin, contact your Quip or Salesforce rep, or submit a ticket to Quip Support.
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