Salesforce Quip summer release 20

Salesforce Quip Summer ‘20 Release: Here’s What You Need to Know

In April 2020, Salesforce Quip announced they were offering Quip for free to help teams working from home collaborate seamlessly. 

This post shares our team’s top three favorite features from the recent Salesforce Quip Summer ‘20 Release (if you’re looking for a digest on the Salesforce Summer ‘20 release, click HERE.)

These top three features are: 

  • How to control which Salesforce orgs are connected to Quip
  • How to create Relationship Maps in a Quip document
  • How to get actionable metrics on your Quip templates

Keep reading for more details on these exciting new Salesforce Quip features! 

1) Control Which Salesforce Orgs Are Connected to Quip

Admins can now leverage the Quip Admin Console to see a list of all orgs connected to Quip and track the access level that org has to access Quip. 

To use this feature, under Settings, click Integrations and turn on Control Salesforce Org Access. 

From this menu, users can update synced sharing settings, add or remove org access and see which org users are connecting from (see image below for more information). 

Quip_access_control_01

2) Create Relationship Maps in a Quip Document

In Quip, the @Relationship Map Component is now available to help your users illustrate relationships. This is a very helpful tool that your users can use to visualize key sales deal partners and colour code their sentiments toward the sale. 

Quip_relationship_map_02

3) Get Actionable Metrics on Your Quip Templates

With the Salesforce Quip Summer ‘20 Release, users can now report on User adoption of Quip templates. 

To turn on this feature, go to Setup → Quip, and under Gather Data on Quip for Customer 360 Usage, click Turn On Quip Metrics.

With this feature enabled, users can report on document views, comments, edits, Lightning Charts created and more; to see what tools your users are or aren’t using and take action.

Quip_metrics_dashboard_03

More Quip Posts:  

We hope you found this post helpful and are walking away with actionable insights about what to expect from the Salesforce Quip Summer ‘20 release. If you’re looking for more information on how Salesforce Quip can help your team collaborate, here are some great posts to start with: 

  1. How to Use Quip for Project Documentation in Salesforce: Best Practices
  2. Document Your Org in Salesforce Using Quip
  3. Salesforce Admins Blog: How I Solved This: Using Quip and Salesforce Together to Manage Projects

Have questions about this post or the ones listed above? Reach out today!

You may be interested in

Introducing the Salesforce Integration User License

A Cost-Effective Solution for Integrating External Systems This is great news! The Integration User License was recently announced by Salesforce during the Salesforce Developer Conference, TrailblazerDX, and will be available for use starting on March 14, 2023. This is a brand-new license type created especially for use in system-to-system integrations. It offers enterprises a cost-effective and […]

Read More

Reporting on Unique Values in Salesforce

Marketing attribution remains a hot topic within B2B marketing circles as everyone tries to be smarter with their budgets. While we could have endless conversations on how granular you need to get when measuring B2B marketing campaigns, one aspect remains consistent: the Salesforce Campaign object is a great option for capturing Marketing touch points. Capturing […]

Read More

eBook

A CRO’s Guide to Revenue and Reporting

In this ebook, we cover why Chief Revenue Officer is the hottest title in SaaS […]

Get the guide now

Guide

How to Eliminate Salesforce Maintenance Headaches

In this guide we discuss how taking a proactive approach to Salesforce management can eliminate […]

Download Now

Sign up for the latest tips & news from CloudKettle

Thank you for subscribing.