Salesforce Help & Training portal helps turn customers into trailblazers with help documentation, release notes, Trailhead modules, and more.
Get Actionable Metrics on Your Templates
See how your users employ documents and templates. Track user engagement with important documents like Account Plans and Mutual Close Plans. Read More
Set Up the Einstein Analytics Live App in Quip
Set up your organization to use Einstein Analytics dashboards in Quip. After you set it up, users can see and update filters directly in their documents. Read More
Automate Templates with Salesforce Flow
Use Process Builder and Flow to automatically add a Mutual Close Plan template to a Salesforce record and generate an auto-populated close plan. Add the copied document to a folder and send a message to @everyone to notify users that a document was created. Read More
Create a Document from Anywhere
Create a document wherever you are in Lightning Experience and link it to a record. With the New Document global action, your users can take freeform notes in the context of their Salesforce data. Read More
Stay Organized with Related Lists in Quip
Add record-specific related lists to a document with the updated Salesforce List live app. Stay on top of deals and cases with in-line editing, comments, and bi-directional syncing to Salesforce. Read More
Quip Setup Starter Features
The Quip Setup Starter managed package sets up your Salesforce org with popular Salesforce Quip features. Here’s what’s happening in the background. Read More
Create a Salesforce Relationship Map
Use Salesforce data to build a lightweight relationship map in your documents. Create a map with Salesforce record data or add custom cards to build a hybrid map. Read More