Oct 27th, 2021
Posted on Sep 18, 2021 Tools & Tips
Salesforce Anywhere enhancements now allow you to:
Read more in the Winter 22’ Release Notes.
Switching context between Salesforce and Quip can be an unnatural experience. It’s a common struggle to maintain workflow while navigating around your DMS to find and organize the right files at the right time. The “Salesforce Anywhere (Quip)” feature set greatly improves the preservation of context. This is going to be a big time-saver.
Now, context will never be lost when working with Quip from inside of Salesforce! Quip is simply surfaced as a modal via either Global Action or the Files related list.
Only a Quip Admin and Salesforce Admin can connect an existing Salesforce Anywhere (Quip) site. To complete the setup, first create a Client ID and Client Secret in the Quip Admin Console.
This change applies to Lightning Experience in Enterprise, Professional, Performance, Unlimited, and Developer editions. This is available only to joint Salesforce and Quip customers.
Author: Grant Ongstad, Senior Salesforce Consultant
Other Helpful Resources:
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