Want to implement Salesforce Quip or want to know why you should implement Salesforce Quip?
If you want to enhance the power of your Salesforce implementation with a productivity boost – Quip is the way to go.
Quip is similar to what Slack and Google Docs can both accomplish together. To put it in simple words, it’s a word-processing app, but it’s a pretty cool one, especially for the use cases it has and the integration it has with your Salesforce org. Quip is user-friendly, and intuitive, and seems familiar if you have used G Suite.
Quip was acquired by Salesforce in 2017, and since then, many things have evolved, especially with Salesforce’s involvement! This article will be helpful if you’re new to Quip and want to learn more about document sharing and team collaboration with Salesforce.
What is a Quip?
A spreadsheet, team chats and conversations are just a few of the productivity tools in Quip that allow teams to work together seamlessly. Quip integration offers many benefits, including greater visibility, working from any location, good device support, enhanced collaboration, tracking history, and the ability to export or import real-time data. Because of its integration, you can generate important documents and spreadsheets, giving you different levels of visibility.
Six steps to implement Quip into your Salesforce.org
- To access Quip from your Salesforce.org account, sign up for a correct Quip Edition from https://quip.com/about/pricing
- After that, visit the Setup area in your Salesforce account and search for “Quip”
- Complete the steps outlined in the Setup menu.
- Connect your Quip Site
- Give your team access to Quip
- Install Connected Apps
- Add Quip Components to Record Layouts
- Quip Notifications
- Quip Documents
- Quip Associated Documents
- Click Connect Quip
- Enter your Quip site subdomain, or use your Quip Client ID and Client Secret
- Create an external data source to connect your Quip content to Salesforce
- Give your team access to Quip by assigning permissions
- Assign an external data source to your permission set and configure the External Data Source to turn on Global Search
- Once Salesforce and Quip are connected, you can start using Quip features from your Salesforce.org account. You can create Quip documents, and add them to Salesforce records like accounts or opportunities
- Open the Salesforce record and select the Quip tab to add a Quip document to it. From there, you can add an existing Quip document or create a new one
- Quip can also be used to interact with other Salesforce users. For example, you can collaborate on a Quip document by inviting your team members
Quip’s features
- Sharing Quip documents and spreadsheets – Quip documents and spreadsheets are easy to create and can be shared when they are placed in a shared folder. You can add @mentions to a particular team member as needed and create notifications on folders you’re interested in. You can quickly observe modifications that are easy to spot and review if documents are changed by another user by setting notifications for the event.
- Quick Chat – The channels for ongoing team conversations are chat rooms. On your Quip homepage, there is a new, dedicated sidebar where you can create and access Chat Rooms. Quip has also introduced an “emoji” option along with a live comment. This feature has a great advantage for your business in that it streamlines your workflow with your team in a chat, which helps you share every document and spreadsheet and carry out one-on-one conversations more conveniently.
- Quip Slides – We’ve all heard how important presentations are in the professional world. Quip Slides are no exception to this. It was developed to help teams use tools to finish their work, achieve consistency, collect feedback, and make decisions more quickly. To generate version-free slides, you can make use of the built-in chat, co-editing, and commenting features in your Salesforce Quip.
- Quip Shield – Quip Shield was created to help organizations that operate in highly regulated industries like financial services, manufacturing, healthcare, and the public sector protect their sensitive data against strict regulatory requirements, industry standards, corporate policies, and others.
There are three premium services offered by Quip Shield.
- Enterprise Key Management (EKM) – Create, manage, and control access to your personal encryption keys with Enterprise Key Management. The ability to granularly revoke access to your encrypted data at any time allows you to respond to any risks while maintaining complete insight into every key usage in an unchangeable audit record
- Event Monitoring – Import real-time event logs into Cloud Access Security Brokers (CASB), and Security Information and Event Monitoring (SIEM) systems. By triggering security policies to take specific actions against immediate risks, you can enforce regulatory compliance
- Antivirus scanning – Scan files uploaded to Quip for malicious content automatically using Antivirus scanning. By preventing users from downloading potentially harmful files, you may protect your company’s sensitive data from both known and unknown threats
Conclusion
Quip-Salesforce integration can be the tool your business needs to succeed. Integrating the right tools to boost your team’s work ethic is the best way to increase their performance. Implementing Salesforce-managed services is one of the best ways to achieve this because they will help streamline your business operations and enable your team to grow in a shared space.
We hope that this post has covered important steps for implementing Quip into Salesforce.org and other elements.
If you’re new to Quip and want to understand how to integrate with Salesforce ORG, then you’ve come to the right place. Book a free evaluation call with our team of Salesforce Consultants to understand what services we offer.
