Learning Salesforce Quip

Learn how to use Salesforce Quip to create, edit, organize, and update sales team content in a single location to enhance group collaboration.

Quip is a productivity suite for Salesforce that connects a variety of document types into the Salesforce customer relationship management (CRM) system, including spreadsheets and help documents. In this course, learn how to use Quip to create, edit, organize, and update your team's content in a single location to enhance group collaboration. Christopher Matthew Spencer explains how to set up Quip for your team, and covers essential Quip concepts, including how to work with folders and links, and use Quip to cut down on unnecessary meetings and emails. Plus, he shares techniques for collaborating with Quip, and working with this platform across several different devices.

Introduction

• Welcome

1. Getting started with Quip

• What is Quip?
• Setting up Quip for your team

2. Quip Essentials

• Working with living documents
• Working with folders
• Reducing emails and meetings
• Keyboard shortcuts
• Markdown formatting
• Working with links

3. Collaborating with Quip

• Using @mentions
• Sharing documents, folders, and links
• Embedding and attaching
• Assigning and tracking deliverables
• Adding inline comments with purpose
• Using the Favorites feature
• Collaborating with people outside your organization

4. Working Across Platforms

• Using the Quip desktop app
• Using the Quip mobile app
• Importing your files and connecting to cloud services
• Importing from iOS email

Conclusion

• Quick Quip tips
• Next steps