10/5/2023 0 Comments Export to quip salesforce r![]() ![]() Keep track of which users are working on which projects.Use to attach contacts to Project Documentation records.Categorize projects in Salesforce for easily accessible documentation.Use Record Types to share project records immediately with the appropriate teams or users.Here’s a more granular look at each of the objects, how they’re used, and how they relate to each other: The image below demonstrates what the architecture should look like in Salesforce when setting this up.ģ) Link the custom Project Documentation object to Project Members, Cases, and Files Using a new Project Documentation object, I connected Cases, Project Members, Quip Documents, and Files in one location for ease of visibility and reporting. Once Quip is integrated with Salesforce, you can create several custom objects. You can start by testing the integration in your Sandbox environment if you wish.Ģ) Create custom objects to track project documentation In the Admin console of Sales or Service Cloud, find the Quip section and follow the steps. To integrate Quip with Salesforce, follow the steps outlined in this Trailhead module. Leveraging Salesforce and Quip was selected as a solution so that contractors and internal employees can better collaborate and track the progress of projects, all within Salesforce. However, they plan to decommission this platform and replace it with Salesforce and Quip. Historically, the company has used a project management tool to track internal projects. The company has an internal Salesforce team, and they work with a Salesforce consultancy for strategic oversight. Background:Ī large utility company with 40,000 employees and offices across North America uses Salesforce to track and enhance its business processes. The documentation solution will integrate with Salesforce and meet our internal security requirements. I want my users to be able to document projects natively in Salesforce for more seamless collaboration and improved project management/documentation. Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how Prag Ravichandran Kamalaveni uses Quip to track project documentation inside Salesforce. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Welcome to another post in the “How I Solved This” series. Make sure to check out the Quip Connect app on. With Quip, work becomes easier, projects finish faster, and your team can move onto the next thing sooner. You can manage projects alongside your work, and bring Live Data from Salesforce into your documents and spreadsheets - all in an intuitive interface that's built to anticipate your needs. For example, a rep can link to an opportunity's deal close plan to ensure alignment across teams, or a customer service agent can source ideas from colleagues in a single doc to resolve a customer service issue.Īll these things add up to a new, smarter Quip for you and your team. With the Quip component, you and your team can find and collaborate on the documents, spreadsheets, and checklists that are crucial to your work. ![]() Qui[ Connect will also include the Quip component for Salesforce: a place to link, access, and create Quip content right inside Salesforce. And the information you bring from Salesforce into Quip is always up to date if Live Data changes in Salesforce, it will update in the Quip document. With a few clicks, you can open your CRM data in Quip to model sales scenarios in a meeting, or update your team on a deal's progress. We are excited to announce that Quip has joined our AppExchange by launching Quip Connect today, giving teams powerful new ways to work with Quip and Salesforce! With Quip Connect, users will be able to export reports to Quip documents and spreadsheets with Live Data.
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