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Export to quip salesforce r11/24/2023 & amp amp amp amp amp amp amp amp amp amp amp amp amp amp amp amp amp nbsp Now you can receive Quip notifications and quickly open relevant Quip docs in a modal inside Salesforce so you won’t have to toggle between screens. Before this change, you could only receive Quip signals and notifications by email. Simply embed the Quip Notifications Lightning component and you’ll never miss a thing. Get updates from Quip without ever leaving your Salesforce record or custom Lightning page. Teams: Work faster together for your customersġ. Instead of every component titled Quip Document, change it to Account Plan, Win Plan, Case Swarm, or Executive Brief to better articulate what the document is at a glance. Customizable Quip Document component titleĬustomize the Quip Document Lightning Component to better reflect the purpose of the document. Now, when you use autofill tokens in templates inside Salesforce, they will automatically pull Salesforce field data into the rich text fields of any Live Apps so your teams don’t have to do any manual data transfer themselves.Ĥ. Kanban boards, Progress bars, and Polls are what turn a document into a seriously useful piece of work. If you love Quip, then Live Apps are likely part of your most important documents. Want to learn more? Read the release notes. Setting up Quip faster by having Files Connect automatically enabled in your org.Adding any Salesforce user to a document or them in Quip (even if they haven’t signed up for Quip yet).Bulk provisioning Quip users based on the users inside Salesforce.Admins have three new capabilities to connect both platforms faster: Setting up the Salesforce-Quip integration just got a lot easier. Read the release notes, and check out this sample process to learn how to combine Quip and Process Builder.Ģ. & amp amp amp amp amp amp amp amp amp amp amp nbsp This document is then also embedded in the opportunity record, resulting in less admin work for reps and consistent sales processes for the sales manager. Quip templates even have mail merge fields that automatically bring in data from the associated Salesforce fields into your Quip document. Include collaborative documents in automated processes and deploy customized docs that auto-fill with relevant Salesforce metadata so your teams can move faster within the standards set by you, the admin.įor example, an admin can automate the creation of a templated Deal Win Plan document when a rep moves an opportunity to a new stage in the deal process. Process Builder and Flow Builder for Quipĭeliver templated solutions to your teams with clicks (not code) using the Process Builder and Flow Builder. In the Summer ’19 release you’ll find major improvements to help your teams go, go, go.ġ. With the right parameters, they can set their team up to play fast, loose, yet disciplined enough to win the hearts and minds of their customers. When it comes to Quip for Customer 360, admins are like coaches who want to set their players up for success. Now that it’s summer, we’ve upgraded the experience for both admins and teams by combining these integrations with the power of the Salesforce Lightning platform.Īdmins: Bring more automation to document templates Overnight, real-time collaboration for processes that typically lived outside of Salesforce - like deal win plans, executive briefs, and case swarms - are available and standardized inside the #1 CRM. Quip for Customer 360 allows teams to embed Quip’s collaborative documents, spreadsheets, slides, and chat threads within Salesforce objects and records. In February, we launched Quip for Customer 360, a collection of new integrations that boost the productivity of sales and service teams inside CRM.
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