–> Special thanks to Arnab Bose (VP, Product Management at Quip) and his team for providing Quip Enterprise access to me.
Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused.
Quip is not only a collaboration tool but, it also has the capability to create slides, excel, sheets and connect with live apps, including Salesforce. Administrators can create a template, like a pre-sale discovery call, that everyone can use. The templates enable users to start a page with pre-populated values for a specific account, opportunity or a record for any object. Furthermore, users can take this a step further by creating templates with a set of filters like deal size, industry or add live apps like TaskRay into it. You can learn more about Quip here.
With Summer’19 you can auto-create a Quip Folder, document and add it to a record based on your business requirement. No need to create a Quip document first and then, manually associate it with a record.
Let’s take a business use case to understand the concept – how can one auto-create a quip document and associate it to a record?
Business Use case
Suzanne Schneider is working as a System Administrator at Gurukul on Cloud (GoC). Suzanne is an experienced Salesforce Administrator and is proficient at using automation to eliminate manual processes.
Users at GoC use Quip document at the account level to improve reps’ productivity. However, they face the following challenge – whenever an account owner creates an account with Type Technology Partner, s/he has to manually perform the following tasks related to Quip:
- Create a Folder in Quip for each new account.
- Create a separate Quip document for each new account.
- Associate the quip document to the account.
Let us help Suzanne to automate the above business requirement.