Quip for Admins— Rethink Teamwork & Get More Done Together


Every day, Salesforce Admins are tasked with managing a multitude of projects. And when they’re not managing projects, they’re collaborating on them with other teams. So, what if I told you there was a tool that can help you reduce the amount of time it takes to complete projects by 37%?

Meet Quip: Salesforce’s Collaboration Platform. Quip is a tool that has documents, spreadsheets, tasks, and app integrations all in one place. Teams can create, discuss, and get better work done faster than ever before — from any device — because Quip combines work and communication in a new way. Be sure to join us for the Quip Keynote at Dreamforce, to hear some really cool product news about Quip.

Why (and how) to use Quip

Quip documents are a simple way to track work efficiently as a team without the burden of cumbersome project management tools. Create checklists, assign owners with @mentions, and use comments and chat to discuss the work in place, and make real-time decisions. Quip enables Admins to bring efficiency to their teams and their users.

Plus, Quip is the only product that provides a seamless connection between Salesforce and collaboration. With Quip, Salesforce Live Data can be plugged right into the documents and spreadsheets your sales, marketing, and analytics teams are using to do their jobs every day. With Quip, Admins can give any team a single source of truth document to more effectively track projects.

Quip natively integrates with Salesforce

Quip is now a core part of the Salesforce experience for all customers. The Winter ’18 release will bring living documents into the Salesforce business process so now Admins can help their users collaborate and get more work done with a best-in-class experience:

  • Quip is now integrated with Files Platform.
  • Salesforce Reports can be exported to Quip directly.
  • Quip and Chatter are finally connected!
  • Quip now supports one site to multiple Salesforce Org mapping.

Navigate to your Salesforce Setup page on October 26th to find all the information you need to integrate Quip + Salesforce.

Get started today!

Ready to Get More Productive With Quip? Head over to Trailhead to complete Quip’s first trail and earn a badge.

Getting started with Quip is super easy — you can do it in just a few minutes – visit salesforce.com/quip to learn more!

Want to learn more? Catch our Dreamforce keynote

The best way to learn about Quip, and what it can do for your team, is to hear it directly from Bret Taylor — our CEO and co-founder. He’ll be joined onstage by one of Quip’s newest customers, 21st Century Fox, but he’ll also be sharing some of Quip’s newest updates — features that will change the way your team works forever. It all happens during Dreamforce on Wednesday, November 8, 3pm, in Moscone West, 3rd Floor!

light blue background with navy text "Security Center" and underneath Astro is holding a large key

Security Center: A Single View Into Your Security Controls Across All Your Orgs

In a world with heightened security awareness and digital risks at every corner, Security Center makes it easier than ever to truly understand your Salesforce security posture. With native support for both single and multi-org environments, Security Center provides a single-pane view of the security configuration and controls in place across your entire Salesforce implementation. […]


Have an Idea for a Story?

We are all about the community and sharing ideas.
Do you have an interesting idea or useful tip that you want to share?