![]() Let us help Suzanne to automate the above business requirement. Associate the quip document to the account.Create a separate Quip document for each new account.Create a Folder in Quip for each new account.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: Suzanne is an experienced Salesforce Administrator and is proficient at using automation to eliminate manual processes. Suzanne Schneider is working as a System Administrator at Gurukul on Cloud (GoC). 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 No need to create a Quip document first and then, manually associate it with a record. One can use Salesforce Flow to auto-create a Quip Folder, document and add it to a record based on your business requirement. 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. The templates enable users to start a page with pre-populated values for a specific account, opportunity or a record for any object. Administrators can create a template, like a pre-sale discovery call, that everyone can use. 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. ![]() But, it also empowers the teams to be consistent, foster collaboration, and remain focused. ![]() Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce.
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