Salesforce Anywhere Automation Instructions and Videos

Looking to start automating with Salesforce Anywhere? You’ve come to the right place! In this section you can watch detailed instructional videos, read comprehensive instructional guides and build out quick actions to automate your users' workflows.

Automate Close Plan Creation After a Stage Change

Length: 11 minutes

In this video, you will learn how to automate the process for creating and sharing a close plan once an opportunity’s stage is changed. This critical automation will keep the focus on selling. With this automation in place, you can ensure that a Mutual Close Plan template is added to a record, an auto-populated close plan is generated when an opportunity’s stage changes, the document is added to a specified folder and a message is sent to everyone on the document. You can set up this automation for your team in 30 minutes!

Follow these instructions to set it up in your instance of Salesforce today!

Add Opportunity Team Members to a Close Plan

Length: 13 minutes

In this video, you learn how to automate the process for adding opportunity team members to a newly created close plan in Salesforce. Additionally, this automation adds Opportunity Team Members to existing Close Plans already linked to an Opportunity so they always have a 360-degree view. This automation helps your teams keep the focus on selling. By ensuring that everyone working on an opportunity has the access they need, no one misses out on critical information. You can set up this automation for your team in in under an hour!

Follow these instructions to set it up in your instance of Salesforce today!

Automate Pricing Proposals with Salesforce Flow

Length: 12 minutes

In this video, you will learn how to use Process Builder and Flow Builder to automatically add a Pricing Proposal template to an Opportunity and generate an auto-populated proposal when the Opportunity stage is set to Proposal/Quote. When the Opportunity is set to Closed/Won, the proposal is exported to a PDF and attached to the Opportunity for record keeping. This will help you to save time manually creating and filling out Pricing Proposals with templates in Salesforce Flow. You can set up this automation for your team in in under an hour!

Follow these instructions to set it up in your instance of Salesforce today!

Automate Close Plans and Account Folder Creation

Length: 12 minutes

In this video, you will learn how to use Flow Builder to automatically create Account folders in Quip and add your Close Plans to them. Flow will automatically populate a Close Plan attached to an Opportunity when a new Opportunity is created. After you create a document from the template, the flow moves the document to an existing folder named after the Opportunity’s parent Account or creates a one. You can set up this automation for your team in in under an hour and a half!

Follow these instructions to set it up in your instance of Salesforce today!

Account Plan Template Actions for New Account Creation

Length: 1 minute

In this video, you will see the power of automating the creation of an account plan the moment a new account is created. You can ensure that once a new account is created there is no time wasted in the planning process. This new Account Plan document is conveniently accessible from both Salesforce and an Account Plan Folder in your Quip instance, so no matter how you’re accessing Salesforce Anywhere you can make important updates to your account plan. The folder, and document, are shared with every member of the parent folder to ensure that everyone who needs access has it right away. Does this sound like something your team needs?

Follow these instructions to set it up in your instance of Salesforce today!

Additional Automation Resources

These resources are here to help you along the way!

Salesforce Anywhere Actions in Flow