What is Quip for Sales?

Length: 4 minutes

This video will take a look at Quip for Sales in action. It will cover the Document Component, Associated Documents, and Notifications and how they can create standardization and transform business processes for your team. This is a great way to get introduced to Quip for Sales.

Resources: Test and Roll Out Your Quip Site, Get Started with Quip for Sales, Set Up Quip for Salesforce, and How to Integrate your Salesforce org and Quip for Sales (including Quip) site

Set up the Document Components in the Lightning App Builder

Length: 4 minutes

This video will walk through how to set up the Document Component and the Associated Documents in the Lightning App Builder. If you are ready to add the Quip Components to Salesforce this lesson is for you.

Resources: Quip Document Component, Add the Quip Document Component to a Lightning Page, Quip Associated Documents Component, Add the Quip Associated Documents Component and Setting Up Your Quip Notification Component in the Utility Bar

Build Templates for Quip for Sales

Length: 7 minutes

This video will cover the Quip template library and the key components of a successful template, including Mail Merge Syntax and the Salesforce Live Apps. Create standardization across your teams with Templates in Salesforce.

Resources: Templates, Template Mode for Live Apps in Quip, Salesforce List Views in Quip, How Do Templates and Mail Merge Syntax Work Together?

Salesforce Template Data Mentions

Length: 1 minute

This video covers what Salesforce Template Data Mentions are and how to set them up in your templates.

Resources: Add a Salesforce Template Data Mention

Automate with Process and Flow Builder

Length: 3 minutes

This video covers the Quip actions that can be used in Process and Flow Builder, automation examples where companies are already finding success, and demos of automation in action. If you want to streamline workflows and save your team time, start automating with Process and Flow Builder.

Resources: Automation in Quip, Quip for Sales Automation Instructions and Videos

Quip for Sales Setup Starter Overview

Length: 7 minutes

Quip for Sales Setup Starter is a managed package that helps set up some of our most common Quip for Sales (Quip for Customer 360) features. Once the starter is installed, you can embed Account Plans, Opportunity Notes, or even your own custom templates into Salesforce objects.

Resource: Set Up Quip for Sales