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Collaborate with Salesforce Anywhere for Sales Cloud

Learning Objectives

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

  • Share Salesforce Anywhere documents from Sales Cloud.
  • Comment and chat within Salesforce Anywhere documents in Sales Cloud.

Share Your Work

Collaboration is Salesforce Anywhere’s (not so) secret power. But, in order to collaborate, you need to get your colleagues in on the fun. Here’s how to share Salesforce Anywhere docs both internally and externally.

There are three different ways to share Salesforce Anywhere content with folks inside your org, and all of them are available through the “Share” button at the top right corner of your doc window. (Make sure you’re in Expanded Mode.) From here, you can:

  • Add individual people. Select Add People, then insert the name of the person you are sharing the doc with. A notification is sent providing them with access.
  • Add a group of people. Select Move to Shared Folder or Add to Shared Folder, then select where to move or add your doc. Anyone with access to this folder is also granted access. What’s the difference between the two? Check out this article.
  • Send via shareable URL. Select Get Link, then click Copy to copy the document’s URL to your clipboard. Anyone you share this link with has access.

Screenshots of Quip document sharing windows, with three numbered sections showing Individual, Folders, and URL sharing options.

Across each of these sharing methods, you can ensure the right level of access is given to the right people. You can choose Full Access, Edit Access, Comment Access, or View Only Access.

Now, you may be thinking, “What about colleagues who don't have access to Salesforce?” Fret not—any Salesforce Anywhere doc in Salesforce is also saved within your instance of Salesforce Anywhere, so those users without Salesforce licenses can access and edit documents relevant to them.

You may also be thinking, “What about my customers and other external parties I want to share with?” No need to worry there either. You can do this two ways. (Spoiler alert: It’s similar to sharing with internal folks.) 

First, start with the Share button, then: 

  • Add individual people. Select Add People, then type in the email address of who you’d like to share the doc with. An email is sent providing them access to your doc.
  • Send via shareable URL. Select Get Link, then click Copy to copy the document's URL to your clipboard. Anyone you share this link with has access to your doc.

External user permission levels are dependent on having a Salesforce Anywhere account.

  • Collaborators with Salesforce Anywhere accounts. They are able to access the document per the permissions set by the person sharing.
  • Collaborators without Salesforce Anywhere accounts. They are only able to view your document—not comment on it or edit its contents.

When people from outside your organization join a document, you see that indicated by a red badge on the right side of your document’s title bar. 

Communicate with Collaborators

Now that your colleagues can access your document, the (collaboration) world is your oyster. Every Salesforce Anywhere doc has not one but two channels for talking to your collaborators: individual comment threads and the overall document conversation. Here’s how they work.

Conversation

Every document, spreadsheet, and slide deck has a document conversation built into the sidebar on the right. It's good for discussing the document in general or broadcasting messages to the collaborators. It contains the following info:

  • A history of every edit made to the document
  • A history of every comment made on the document
  • A record of when people join (and leave) the document

More pertinent to our purposes here, it also contains:

  • Any messages people have posted to the sidebar itself.
  • At the very bottom, a field for writing and sending messages to this sidebar.

Take a look. 

Screenshot of Quip document conversation pane, with five numbered sections displaying the document conversation with comments, edits and collaborators.

Comments

Whereas conversations are intended for the document as a whole, comments are designed for talking about specific parts. In general, you can just…

  1. Click the thing you want to talk about.
  2. Look for the comment button. Click it.
  3. Leave a comment!

Screenshot of Quip document comment window, with three numbered sections—the highlighted content, the comment window and the comment itself.

Assuming they haven’t muted their notifications, these are the people who are notified when you leave a comment.

  • The person who authored the content you’re commenting on
  • Anyone you @mention in the comment itself
  • Everyone already participating in an existing thread
Note

Note

Some of you may be wondering, “How does Chatter come into play?” For those Chatter users out there, you can still benefit from using Chatter as a way to broadcast information with larger audiences. With Salesforce Anywhere, you can drill into more private or focused conversations related to a specific document or project.

Resources