Welcome to the Quip Implementation Hub

The Implementation Hub walks you through all the resources you need to be successful in deploying Quip. In addition to these 6 key steps, there is support here to help.

• Training Hub: Home to all training resources

• Salesforce Support: Find technical documentation and submit support tickets.

Recommendation: Add Quip when searching for documentation.

Step 1: Connect Quip and Salesforce

Your first step is to connect your Quip and Salesforce orgs! Follow the steps in Test and Roll Our Your Quip Site to connect Quip to your Salesforce instance. If you prefer to connect to your Salesforce sandbox first review the resources found in Quip in a Sandbox for guidance. Additional Resources : Set Up Quip in Salesforce

Step 2: Quip Component Set-Up

Now that Quip and Salesforce are connected you will need to add the Quip Components in the Lightning App Builder. Provided your use case, it may not be necessary to use all three components. If you aren’t familiar with the three components listed below, watch this video, Quip for Sales Quickstart. The three components are:

• Quip Document Component: This is where you will add your templates. This component will display the document directly on your Salesforce record. We recommend this component for key documents such as an Account Plan 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. Without this component, users will manage their notifications from Quip or email.

Additional 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

Step 3: Quip Admin Console Settings

The Quip Admin Console is an indispensable tool for Admins that are establishing Quip and Salesforce permissions.

Manage Salesforce Settings in the Quip Admin Console

Understanding the various Salesforce Settings that you as an admin will determine within the Quip Admin Console is vital to your team’s success and security. Watch this video, Managing Salesforce Settings in the Quip Admin Console to better understand the meaning and considerations for these important settings.

Understand the Quip Admin Console

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.

Additional Resources: Manage Quip Permissions, Manage Quip Permissions in Salesforce, Multi-Org Allowlisting in Quip, Synced Sharing

Step 4: Templates

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.

Step 5: Provision Users

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.

Step 6: Launch Readiness

The Launch Readiness Guide is designed to walk you through the final stages of implementation. 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 implementation experts and will help set the team up for a successful launch.

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After 90 days of adoption...

It may be time to consider adding automation to your Quip and Salesforce workflows. Automation is an incredibly helpful way to streamline processes and reduce manual tasks for Quip users in Salesforce. It’s typically best to evaluate and implement the use of automation once you’ve deployed your first use case and experienced true success among users.

Automating with Process Builder and Flow Builder is an impactful way of augmenting Quip’s value. Automation saves 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.

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