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Make Quip Work for Your Team in Salesforce

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain three different approaches to setting up the Quip Document component.
  • Understand how templates can be used in the Quip Document component.

Quip It Your Way

Every team has its own way of working, and every project has its own demands. Maybe your records need a wiki that everyone can refer to. Maybe your account records need a scratch pad where you and your team can stash notes. Maybe one of your team members crafted a killer account plan and now you want everyone to use it as a template. Or maybe you've got a creative department that just needs a blank canvas.

That's a lot of maybes! And that's why we've made it so you can customize the Quip Document component to your team's collaborative needs.

Next we review three basic approaches and the opportunities and constraints that come with each.

1. Let the People Decide

The most flexible way to use the Quip Document component is to simply let your team decide what goes where. You can give each record an empty Quip Document component, and when people encounter it, they can either:

  • Create a new document
  • Or choose an existing document

They can also add spreadsheets, slides, or even chat rooms. People can get as creative as they need to. Heck, if you've ever wanted to chat a Bitmoji on a Salesforce record, now's your chance.

If you're just getting started with Quip in Salesforce, this is probably the way to go. Try it out, see how your team uses it, then go from there. If this highly democratic approach works for them, great! But if democracy descends into anarchy, consider adding some structure. Consider, if you will, the template…

2. Give the People a Template

After a while of collaborating together, teams tend to land on something that works. Why not turn your marketing team's beautifully crafted campaign brief into a reusable template? Make it a tool that anyone can use and everyone can benefit from.

Also consider this approach for:

  • Account plans
  • Launch plans
  • Creative briefs
  • Anything else you and your team use over and over again

A Quip account plan with project tracking in the Salesforce Account Plan related record.

No more copying and pasting, no more whoops-I-left-in-the-old-numbers-by-accident. Any content in Quip can be used as a template, so it's really simple to expand a successful document into a full-blown workflow.

Note

Note

Templates can use mail merge syntax to prefill the documents they generate. Account names, account owners, points of contact—pretty much anything from the record itself can be dropped right in. Don't bother filling in the blanks—make Quip do the work for you.

3. One Document to Rule Them All

Is there a particular document that definitely needs to be on every account? Then give that document the spotlight it deserves.

This might sound a bit restrictive compared to the free-for-alls described above, but think of the possibilities.

  • Contact lists
  • Wikis
  • Project plans
  • Quarterly budgets

A Quip document entitled Account Wiki FAQs to the right of the standard Salesforce case record.

Any document, chat room, or spreadsheet that's relevant to a set of records can be embedded on each and every one. Even better, it'll stay synchronized and up to date across them all. When you update that wiki on one record, you update it for all the rest!

If you need to provide your team with always-available, always-up-to-date information, this approach might be just what you're looking for.

Mix and Match

Peanut butter and chocolate. Hall and Oates. Salesforce and Quip. Some things are better together—that's the very essence of collaboration.

Multiple Quip components that make up the Business Review in the Salesforce Account record, including slides, FAQ document, and chat room.

You don't have to stick with one approach if your workflow demands flexibility. That’s a clear benefit of using Quip in Salesforce—add as many Quip components as you need, and make them as different as you like. Make one a wiki, set up a template, and leave a third one blank so that team members can embed any other documents they need to. Mix chat rooms and contact lists so your team can divvy up their calls in real time. 

In the end, what you do with Quip Document components is up to you. Try it now—or ask your admin to set it up—and see what native, real-time collaboration in Salesforce can do for your team.

Resources

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