What is Salesforce Anywhere: Documents and Notifications?
This video will take a look at Documents and Notifications in action inside of Salesforce. 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 Salesforce Anywhere Documents and Notifications.
Set up the Document Components in the Lightning App Builder
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 Salesforce Anywhere
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.
Automate with Process and Flow Builder
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: Quip Automation
Salesforce Anywhere (Quip) Setup Starter Overview
Salesforce Anywhere (Quip) Setup Starter is a managed package that helps set up some of our most common Salesforce Anywhere (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: Get Started with Salesforce Quip