Salesforce Anywhere Learning Path

Welcome to the Salesforce Anywhere Learning Path. This path is designed to guide you through how to use Salesforce Anywhere. You’ll learn what it is, how to access it, and how it works. No more juggling between platforms. Now, you and your teams can work in one, centralized platform.

What are Salesforce Anywhere Documents and Notifications?

Length: 4 minutes

Before jumping into Salesforce Anywhere, let’s first understand what it is, and how it fits inside the Salesforce ecosystem. This video will clearly explain what you can expect when using Documents and Notifications in Salesforce.

Resources: All about Salesforce Anywhere (including Quip) Notifications, Use the Quip Document Component and Use the Quip Associated Documents Component

The Salesforce Anywhere (Quip) Lightning Components

Length: 3 minutes

In this video, we’ll explore the Salesforce Anywhere Lightning Components inside. It will cover the Document Component, Associated Documents, and Notifications and how they fit together in a single, centralized place for maximum efficiency.

Collaboration with Salesforce Anywhere

Length: 6 minutes

Collaboration…in Salesforce? Yes! In this video, we’ll take a look at the seamless process of working with Quip right inside of your CRM. No more jumping between platforms — it’s all in one, centralized place.

Resources: Comments and Conversations in Salesforce Anywhere (including Quip) and Share Documents and Folders in Salesforce Anywhere (including Quip)

The Salesforce Live Apps

Length: 8 minutes

Leverage the power of your Salesforce customer information by embedding it into Live Apps on a document! In this video, we walk through the three Salesforce Live Apps, and how they can work together to efficiently work with and house your customer data.

Resources: Filtered Salesforce Reports in Quip, Relationship Map Live App, Einstein Analytics Dashboards in Quip and Salesforce List Views in Quip