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.

Salesforce Anywhere Automation: Account Plan template actions for new account creation

Salesforce Anywhere Automation: 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!

Automate Close Plan creation after a stage change

Salesforce Anywhere Automation: 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!

Salesforce Anywhere Automation Instruction Guides

Follow these instructional guides to build effective automations for your team.

Add Opportunity team members to a Close Plan

Automatically add an Opportunity’s Team Members to a Close Plan when an Opportunity is created. Also add Opportunity Team Members to existing Close Plans already linked to an Opportunity so they always have a 360-degree view.

Follow these instructions to set up this automation

Looking to learn more about how Salesforce Anywhere works with Process and Flow Builder?

Take on the Salesforce Anywhere Academy Trailmix to brush up on your automation skills. This Trailmix is an essential piece for any Salesforce Anywhere Admin.

Take the trail!

Want to brainstorm with a Salesforce Anywhere Product Expert?

Join an Office Hours session! We’d love to discuss your automation goals.

Join our next Office Hours!

Feel like you may have encountered a bug? File a Support Ticket!

If you’ve run into some troubles in your journey, we want to make sure you’re getting the help you need. To submit a ticket, you need to have a Trailblazer ID. If you haven’t made one, please use the link below to create your ID and submit your ticket.

Follow these steps to set up your Trailblazer ID