Quip New User Challenge
Copy of Copy of Welcome to the feedback template. Use this document to gather feedback from your pilot group as you launch Quip. To use 1) Click Use Template 2) Customize and adjust the questions as needed 3) Share w (15).png
Welcome! We are excited to kick off a new way of working and collaborating across teams. To help you familiarize yourself with the tool, we put together an exercise that has built-in checkpoints to unlock prizes along the way.
The Prize?
[fill in]
Who’s ready to become a Salesforce Anywhere champion?
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Let’s begin with some user settings and initial actions.
Make it personal
- Upload a profile pic (
HINT : lower left!) - Set your Notification preferences
- Desktop, Mobile & Email
- Copy this Document (
HINT : click Document) - Add your full name in the title in place of [Name]
That wasn’t so bad, was it? Time for the next section!
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Now let’s try out some of Salesforce Anywhere’s key collaboration features and functions that you may find yourself using in a given day. Let’s start with some basics!
- Share this document with [manager’s name]
- Mention a teammate here:
- [
HINT : Shift + 2] - Complete the following sentence
- [‘@’ yourself] complete project by [‘@’ date] !
- You’ve just created a Task! Find it and check it off as completed (
HINT : check the left sidebar) - Add a Comment on this line and ask [your manager] a question (
HINT : click into this line of text, and look left) - Open the Conversation Pane and add your favorite emoji
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Nicely done! You’re getting the hang of some key features. Let’s round it out with some final goodies.
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Finally, let’s add some Live Apps and other cool elements to the mix. (HINT: look no further than the ‘@’!)
In the ‘Live Apps’ section below:
- Add a Spreadsheet and mention your manager in a cell
- Add a Project Tracker and list 3 to-do items
- Add an Image
Live Apps
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You made it!
Great job! You’ve completed a lot of the core actions and explored some key features you’d see in a given day. But the learning doesn’t stop here - we’ve got plenty of great resources to help you along your journey of Salesforce Anywhere mastery. Check them out below!
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Because of course there’s more you can do! Quip by no means stops with the steps above. It also fully integrates and embeds into your Salesforce ecosystem. Ready to get Quip and Salesforce connected, and try out more cool Salesforce-specific features?
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Step 1: Get Connected
First, let’s connect your Quip account with your Salesforce one.
- Head to your Account Settings and in the Salesforce tab, click Connect (
HINT : start with your profile pic in the lower left)
Step 2: Salesforce Live Apps
In the ‘Live Apps’ section below:
- Use the ‘@’ to add a Salesforce Record (Choose an Account record to pull in)
- Highlight this sentence and use it to Log a Call back into Salesforce.
HINT : click the cloud icon in the upper right corner, and choose Log Activity. Then choose the account from the previous step to associate the Call to.
Live Apps
Fantastic, you did it! There is so much you can do with Quip & Salesforce together. Be sure to use the ‘@’ to see what kinds of Salesforce live apps you can add.
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Resources
- This is your one-stop shop for everything education! In this hub, you’ll find links to register for webinars, quick tips & tricks videos, and tons of other useful material to become a Salesforce Anywhere champion.
- Got questions? Get in touch with our support team, search for articles or access guides and documentation through our knowledge base.