Create Content with Salesforce Anywhere for Sales Cloud
After completing this unit, you’ll be able to:
- Identify types of Salesforce Anywhere documents in Sales Cloud.
- Insert content into Salesforce Anywhere documents in Sales Cloud.
Admins in Action
Thanks to this handy guide, your #AwesomeAdmin is probably skilling up on Salesforce Anywhere docs as we speak. Want a sneak peek into what they’re working on? Here are the types of documents you can expect to see them create in your Sales Cloud experience.
Documents, spreadsheets, slides, chat rooms… oh my! Your admin has four Salesforce Anywhere doc formats at their fingertips to help you make your work shine.
- Documents for general word processing or multipurpose work
- Spreadsheets for large data sets or complex calculations
- Slides for presentations or visual storytelling
- Chat rooms for group conversations broader than a specific document
To help keep your team focused on the right work at the right time, your admin also decides how much editing control users can have on any given Salesforce Anywhere doc.
- Read-only. You have access to these documents for reference only. (Hands off!) Think FAQ documents and service-level agreements.
- Templates. You can edit these documents within a specific format so they stay consistent across teams or records. Think annual sales plans.
- Free-form. You have free reign to edit these documents whenever and however you like. Think call notes or mutual success plans.
Long story short, it’s up to your admin to create a Salesforce Anywhere canvas for you. Then, it’s your job to start painting. That’s what we cover next.
If you’re one of the millions of people who have used other productivity or word processing software, then you’ll be inserting content into a Salesforce Anywhere doc in no time. But there are two Salesforce Anywhere special powers to explore before you get started.
First, Salesforce Anywhere gives you the ability to insert rich content inside documents, spreadsheets, and slides with LiveApps and mentions. Second, you can collaborate directly in the document you’re working in via comments and chat. You learn more about collaboration in the next unit.
To embed rich content within your documents, you simply type @ and then choose from a variety of content types. Here are some of the most popular.
- Project Tracker (@Project Tracker). This is a structured but flexible approach to project management—powerful enough for PMs, but simple enough for anyone to use. Divvy up tasks, set deadlines, track statuses, link to relevant documents, and more.
- Calendar (@Calendar). This is an easy-to-use visual for project timelines. Plan out your next co-branded marketing campaign with your customer, keep that plan on track, and let everyone know when you’re going to be OOO.
- Spreadsheet (@Spreadsheet). This enables you to integrate spreadsheets directly into your docs so your data isn’t trapped in separate files. Create visually interesting reports, add context to complex equations, or organize information into a table.
- Checklist (@Checklist). This is your classic to-do list, with some powerful new twists. Mention someone in a checklist to remind them of a due date, or drag and sort items alphabetically, by date, by people mentioned, or by checked/unchecked status.
- Salesforce Record (@Salesforce Record). This lets you include any relevant Salesforce information right in your Salesforce Anywhere doc. Embed contact information for a new lead or share the status of your latest social media marketing campaign.
- Person (@Name). This helps you get someone’s attention. Mention a teammate to ask a question, request clarification, or share an important insight, and they get a notification about the comment, enabling structured, real-time discussion.
- Documents and Folders (@FileName). This lets you link to a supplementary document or folder directly within the doc you’re working on. Mention a file name in call notes or checklists, giving your team easy access.
- Date (@Date). This is perfect for managing a team to-do list in a checklist. Assign tasks and set deadlines. When you mention a teammate with the date, that person receives a notification.