What Documents Do You Need?įirst, you’ll want to decide which documents are relevant and necessary to include in your Org. Now that you have an idea of how to integrate Quip with Salesforce for project documentation, let’s take a look at what documents you may find helpful. Report on project status and provide insights through dashboards for senior leadership, project managers, etc.Keep track of which users are working on which projects.Attach contacts to Project Documentation records.The Salesforce Files Component also makes it much easier to onboard team members to projects because all project information exists in one place and you no longer need to worry about lost files.The Salesforce Files Component allows you to keep all files and knowledge on the project in one place (including Quip files linked to the Salesforce record).Relate Cases to projects in order to show the origin of requests and track end-to-end progress.Categorize your projects in Salesforce for easily accessible documentation.Use Record Types to share project records immediately with the appropriate teams or Users.Here’s a more granular look at how to connect Cases, Files, and Project Members to the Project Documentation object: 1) Project Documentation: The image above demonstrates what the architecture should look like in Salesforce when setting this up. Using the Project Documentation object we can tie Cases, Contacts, Quip Documents and Files in one easy location for visibility and reporting. Once Quip has been integrated with Salesforce, a custom Project Documentation object will need to be created in order to leverage Quip for project documentation. Salesforce Architecture: Leveraging Quip for Project Documentation Ready to take a deeper look at Quip for project documentation? Let’s get started. By integrating Quip with Salesforce, teams can trust that all their data and documentation are in one secure location. Security is a priority for every organization and meeting security requirements can often be a bottleneck when selecting a project documentation solution. Best of all, users can seamlessly switch between desktop and mobile.Īnother reason teams love Quip is both Quip and Salesforce are also highly secure platforms. Plus, Quip comes with customizable apps that can be added to documents, like a countdown timer and project tracker. While Quip can be used as a standalone platform, it also allows users to integrate with applications like Salesforce and JIRA. Living document files, in-line commenting, and real-time chat mean everyone has total project transparency and the most up-to-date information at all times. Quip is a modern collaboration platform that helps teams work on projects together so they can complete work faster. You might be wondering why your team should leverage Quip, so before we dive into best practices, let’s look at what the platform has to offer. In this blog, we cover some best practices for creating collaborative project documentation using Quip for Salesforce. This post is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation.
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