The Deployment Hub will walk you through all the resources you need to be successful in deploying Quip. In addition to these 5 key steps, there are live sessions and support here to help.
Quip Academy: This live session walks you through the steps of deployment and encourages questions and best practice sharing. Recommendation: Sign up today and join this session before or during your deployment.
Office Hours: This is a live session with a Quip product expert. Join any session to get your questions answered and to brainstorm best practices.
Training Hub: Home of all training resources.
Salesforce Support: Find technical documentation and submit support tickets. Recommendation: Add Quip when searching for documentation
Quip Community: Connect with your peers and share best practices.
The first step connecting Quip and Salesforce and then adding the Quip components your Salesforce layout. Use these resources to complete these steps and reach out to support if you have any questions. Learn how to submit a support ticket here.
You can connect Quip to your Salesforce instance as well as your test site. Follow the steps in Test and Roll Out Your Quip Site for guidance.
Now that Quip and Salesforce are connected you will add the Quip Components. Watch the Set up the Document Components in the Lightning App Builder video for step-by-step instructions on adding the components. The three components are:
Quip Document Component: This is where you will add your templates. This component will display the document directly on the Salesforce record. We recommend this component for key documents such as Account Plans on an Account Page.
Associated Documents: This component holds all the supporting Quip documentation. All documents in the Quip Document Component will be automatically added here. This is a great place to add any Quip documentation that doesn’t need to be constantly displayed on the record such as meeting or call notes.
Quip Notifications: This will display Quip notifications that indicate where users need to take action or view updates. We recommend adding this component to the utility bar but it can also be added to specific pages such as Home.
Additional Resources: Set Up Quip for Sales, How to Integrate your Salesforce org and Quip for Sales site, 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
When setting up Quip in Salesforce, in addition to a Salesforce Admin you will need a Quip Admin to complete steps of the setup as well such as provisioning users and assigning Quip Admin permissions. The Quip Admins Learning path covers the basics of the Quip Admin Console so you understand what you can do and how to get started.
Templates create standardization, keep work directly within Salesforce, and dynamically pull live Salesforce data into documents. The Template Best Practice page outlines the key knowledge and steps in building templates in Quip, focusing specifically on templates that will be used directly within Salesforce.
Automating with Process Builder and Flow Builder is an optional but very impactful step when setting up Quip. This is a way to save users time and create standardization across teams. Not sure what can be automated? Check out the Automation Hub which has detailed instructional videos, comprehensive instructional guides, and quick actions to help you successfully automate users' workflows.
Once you have Quip set up it is time to add users. Provisioning Best Practices details how to correctly provision Quip based on your site settings and company needs.
The Launch Readiness Guide is designed to walk you through the final stages of deployment. In the days leading up to your target launch date, it’s essential to develop launch communications, plan for end-user/team training and facilitate questions and feedback. These steps are based on best practices developed by our deployment experts and will help set the team up for a successful launch.