Tips & Tricks Video Library

Welcome to the Tips & Tricks Video Library, filled with short videos to advance your skills and learn about new features. New videos added all the time!

Outline

Salesforce Anywhere Quickstart

Quip Quipstart

Live Paste

Relationship Map Live App

Favorites and Collections

Create a Trailblazer ID and Support Case for Salesforce Anywhere (Quip)

Data Mention Template Mode

Salesforce Anywhere & Quip

Salesforce Anywhere Quickstart

Length: 2 mins

This video will give you the basics you need to successfully get started with Salesforce Anywhere. Learn what Salesforce Anywhere is, key features, and how to better collaborate with your team.

Quip Quickstart

Length: 2 mins
This video will give you the basics you need to successfully get started with Quip. See an overview of what Quip looks like and key features such as Live Apps, comments, sharing, and more.

Live Paste

Length: 1.5 mins

This video covers Live Paste and how it helps you and your team stay up to date with content - no matter where it lives in Quip.

Relationship Map Live App

Length: 1 min

This video covers how to use the Relationship Map Live. Learn how to build your own map or create a map using Salesforce Data.

Favorites & Collections

Length: 1.5 mins

Learn what Favorites and Collections are and how they help you organize your documents in Quip.

Create a Trailblazer ID and Support Case for Salesforce Anywhere (Quip)

Length: 2 mins

This video covers how to create a Trailblazer Id and support case on Help.Salesforce.com.

Admins

Data Mention Template Mode

Length: 1 min

This video covers what Salesforce Template Data Mentions are and how to set them up in your templates.