All you need to do now is add the components or the different tools and mini “modules” to use inside Quip for Sales to streamline your team’s processes. Search for or provide the link to an existing Quip document to link it to a Salesforce record. If they haven't already connected their Quip and Salesforce accounts, a button in the Quip Document component prompts them to do so. You’ve set up the framework for Quip and Salesforce to share data. Users must be connected to their Quip account to use Quip in Salesforce. Quip delivers templated best practices and real-time CRM data designed to help you win faster. Click Go To External Data Source and click Validate and Sync on the External Data Source page. Accelerate growth with real-time sales planning inside of Salesforce. Next, configure the External Data Source to turn on Global Search. Configure Custom Record Types for Individuals. After that’s done, you can install the optional unmanaged packages that extend Health Cloud with extra features. Click Get Connected App and follow the guided installation steps. Install the Health Cloud managed package in your org so that you can begin implementing Health Cloud for your users. Install the Connected App to let Quip share data with Salesforce. Assign an external data source to your permission set. Give your team access to Quip by assigning permissions.Ĭlick Set Permissions then move the permission sets you want Quip to access to the right. Connect your teams and reimagine sales process for a more digital future including account planning, executive briefings, and more. You can also manually create an external data source in Setup if you prefer.Ĥc. Questions Accelerate growth with real-time sales planning inside of Salesforce. To save setup time, a Quip external data source is automatically created for you. Even when you are on the road, it updates, views, and collaborates on Opportunity Notes, Live Deals, and Close Plans. Also, Quip keeps moving the deal momentum over mobile. It keeps all parts of a case or deal in Salesforce by inserting collaborative docs inside the records and processes. Create an external data source to connect your Quip content to Salesforce. With Quip, we can work together in one spot. Go to Settings | Integrations to view your Salesforce API Key.Ĥb. Tip: You can find your Quip Client ID and Client Secret in the Quip Admin Console. (Only someone who is both a Quip and Salesforce admin can complete the connection.) ✅Įnter your Quip site subdomain, or use your Quip Client ID and Client Secret. Quip Associated Documents Quip Documents Quip Notifications 3. ![]() Complete the steps outlined in the Setup menu.īefore moving on to the next step, make sure you have a green checkmark for this section, showing you’ve completed all the steps. Enter Quip in the search bar and select it from the dropdown.Ĥ. Then, click Sales or Service as appropriate.ģ. Once you’ve verified the previous, congratulations! You are ready to make the connection between Quip and your Salesforce instance.ġ. If you are a paying Quip Starter or Quip Enterprise customer or are not a Quip admin, contact your Quip or Salesforce rep, or submit a ticket to Quip Support.
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