Salesforce and Quip Admins
Set up Salesforce Anywhere Advanced and Quip with confidence with these Admin resources. Webinars, video learning paths, and live Office Hours with product experts will leave you ready to successfully launch and then continue finding success with Salesforce Anywhere.
Step 1
Quip Deployment Hub
This series of resources are curated to provide you with what you need to successfully launch Quip to your team.
Step 2
Salesforce Anywhere Admins Learning Path
This video learning path is designed to guide Admin through the successful implementation and deployment of Salesforce Anywhere. Watch them all or choose one that focuses on the task at hand, it’s up to you!
Quip Admins Learning Path
These lessons are designed to walk Quip Admins through the Admin Console. New Quip Admin can learn best practices by completing the learning path and long time Quip Admin can stay up to date with the new admin features through select lessons. Go ahead and get started!
Tips & Tricks Video Library
The Tips & Tricks Video Library is filled with short videos to advance your skills and learn about new features. New videos added all the time!
Step 3 (optional)
Salesforce Anywhere Admins Webinar
In this webinar, you’ll be introduced to Salesforce Anywhere Documents, Notifications, Templates and Automation from the Admin perspective. You will gain an understanding of the features and benefits, and resources for implementation. If you a Quip or Salesforce Admin getting started with Salesforce Anywhere Advanced (Quip) this is the webinar for you!
Quip Admins Webinar
If you are a Quip Admin the Quip Admins Webinar is for you! Learn the power of being an Admin and get comfortable with the Admin Console.
Step 4
Office Hours: Ask a Salesforce Anywhere Expert
Ever wanted to chat directly with a Salesforce Anywhere product expert? You’re in luck. This session is dedicated to answering questions, sharing best practices, and offering additional resources. This time is for you! Come with questions about Salesforce Anywhere, Quip, Documents, Automation, or anything specific to your team’s use cases.
Step 5
Salesforce Anywhere Academy
Designed for Salesforce Admins, the free Salesforce Anywhere Academy combines small-group virtual training, Trailhead challenges, and hands-on activities you can do from home. Complete all three steps and you’ll be fully prepared to successfully implement Salesforce Anywhere.
Salesforce Anywhere Automation Instructions and Videos
The Salesforce Anywhere Automation videos were crafted to help admins bring critical automation into their organizations. Watch previews of automation and then follow the detailed instructions to set it up for your team.
Discussion: Salesforce Anywhere Circles of Success
Our Circles of Success sessions are designed to create a space for customers to come together and share their best practices.
Salesforce Anywhere Deployment Best Practices
This session is designed to get you ready for a successful deployment. Learn directly from our Deployment experts on how to best launch Salesforce Anywhere and Quip including pilot programs, training, selecting a use case, and more!
Automation Trailmix
Dive into Trailhead to hone in your Process and Flow Builder skills. Gain the foundations you need to start automating Salesforce Anywhere documents and more!
Train the Trainer Program
The Train the Trainer Program is designed to give your internal training team everything they need to successfully train on Salesforce Anywhere Documents and Notifications.
Salesforce Anywhere: Quarterly Recap
Quip and Salesforce Anywhere are constantly rolling out new features and updates to the platform. In these sessions, we run through and demonstrate the main features released over the previous quarters.
We love feedback! Let us know how we are doing with this brief survey.