How to set up the Live Deal Feed!

Bringing your entire company together to celebrate important sales wins is not only fun but it provides employees a snapshot of your company’s performance. At Quip, we recognize the importance of allowing everyone to join in celebrating a team member’s hard work; this is a cornerstone of our company’s culture. With Quip’s Live Deal Feed, you can ensure that your team is staying informed about exciting new deals closing, as well as understanding when and why other deals are being pushed to next month or quarter.

This article will help answer the following questions:

  • What is the Live Deal Feed?
  • How do I set it up?
  • What does it look like?

What is the Live Deal Feed?

With Quip’s Live Deal Feed you can unite your entire organization around key sales processes with real time notifications on which deals are closing and which ones are being pushed to next quarter. By incorporating these real-time notifications for important updates on deal progressions you are creating a space to celebrate the hard-work of your sales team. Ultimately, this helps to ensure people are gaining the recognition they deserve for their contributions as well as providing departments other than sales direct insight into the exciting new deals that are closing in real-time! This information not only helps to bring your company together more but also allows management and leadership to set accurate expectations for revenue projections. If you’re interesting in learning more about the Live Deal Feed check out this demo video!

 

How do I set up the Live Deal Feed?

Are you interested in testing out the Live Deal Feed for your organization? If so, you have a few options in terms of getting your Live Deal Feed set up. In the Salesforce AppExchange you can download a free managed package which will provide a template for the set up. This is an excellent way to utilize the framework that our talented engineering team has built out within Process Builder. If you are looking to utilize an out-of-the-box version of the Quip Live Deal Feed, you can download it for free from the Salesforce AppExchange here.

Are you looking to easily customize your Live Deal Feed from initial set up? Or just up for more of a challenge? For those looking for the satisfaction of building out and customizing the process yourself, please follow the below steps to properly set up your Live Deal Feed!

  1. Starting first in the Setup page in your instance of Salesforce Lightning, you can create a new Process Builder. Simply just search Process Builder in the Quick Find search bar from the Setup Homepage.

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  2. Upon clicking Process Builder you can then navigate to the blue, New button in the top right-hand corner of the Process Builder homepage, where you can create a new Process Build.

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  3. A new window will appear prompting you to provide a Process Name and API Name. You can decide to name your process whatever you would like; however, I’d recommend naming your process "Live Deal Feed". When you are naming your process, keep in mind that you will also want to name your Quip document, where the feed will live, at the same name. A best practice here is to make it something searchable and easily understood by everyone in your organization. Once you have entered your Process Name you can simply just click into the API Name field and the name will be auto generated in accordance to what you entered for your Process Name.
    1. This would be a good time to pause and create the Quip document. You will want to keep it handy because you will need to copy and paste the URL into Process Builder later.
    2. From the same window you will then customize the field, The process starts when. In this instance you will select A record changes. This means that whenever the record is altered, either in stage or expected close date, this process will be automatically initiated. Make sure you hit Save when you’ve provided Process Name, API Name, and identified when the process starts. Once you hit Save you will be brought to a new screen.

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  4. Next, you will click the box, + Add Object which allows you to choose the object you wish to include in this flow.

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    1. In the search bar under Object, search for Opportunity. From there, select when a record is created or edited under Start the process. This way we have identified that this process will be started when an opportunity is either created or edited. Naturally, make sure to hit Save so you can move onto the next step.

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  5. Now you will be working from the diamond shaped +Add Criteria Block.
    1. Starting at the top, you are going to provide a name for your given criteria. In this instance you may want to name it, Opportunity is Won; however you should utilize language that is relevant to you and your business. This area is fully customizable so use the wording that makes the most sense to you!
    2. As you can see just below Criteria Name there is an area titled, Criteria for Executing Actions. Conditions are met should already be checked off. You are going to leave this as is. If for some reason yours isn’t already set to Conditions are met just select that option by clicking on it.
    3. Next, you will set the conditions for when a notice will be sent about a deal closing. You can do that by entering in the field. As you know, the purpose of this entire set-up process is to inform people when opportunities close. In a previous step you already identified that the object you are working from is an Opportunity. You now want to set the field to StageName, which can be found by searching Stage in the search box. Once you select Stage as the Field we will set the Operator to Is Changed from the drop down. In this instance you will leave Type as Boolean. Then you want to ensure that you’re changing Value to TRUE. By identifying TRUE as the Value here, you are designating that the process will be conducted when an Opportunity’s Stage Name has been changed. Lastly you want to ensure that this is only taking place when All of the conditions are met (AND), so you’ll leave that box checked.
    4. You’re close, but not done yet! Next you want to add another row under Set Conditions. For this row you will set the Field to the same value, StageName, which again you can do by searching Stage. For this set of conditions you will leave the Operator as Equals and the Type as Picklist. But you will change the Value to Closed Won. Once you’ve gotten all of your conditions set, don’t forget to hit Save to move onto the final set-up steps!

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  6. Branching off to the right of the section you just completed, titled, Opportunity is Won, is a box titled, Immediate Actions. You still need to identify what our action is here though. By clicking, Add Action you can begin this process. From the dropdown select, Quip. We will then be prompted to fill out the following information
    1. Starting at the top, type Notify of Win in the Action Name dialogue box. Again, this is fully customizable so use language that meets your current specifications or preferences.
    2. Then by clicking the dropdown under Quip Action, you will select Send Message in Document. This is in reference to the Quip document that you created earlier. If you didn’t create a document earlier you will want to create it now. It is recommended that you title the document the same name as your Process Name.
    3. With your new document, copy the URL to your clipboard and paste the link in the Value section under Document URL. Leave the Type as String. For the purposes of setting up the Live Deal Feed, you’ll be leaving the Document Section Anchor Link blank as well.

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  7. At last we’ve arrived at our final step! This is your chance to craft the message your organization will see when a deal is closed! Quip strongly urges you to keep your company’s culture in mind in determining what to include in this section! You may want to include in your message the following: "Congrats *Sales Person* on closing *The name of the opportunity* for *Opportunity Amount: $XX,XXX* *Opportunity Link: relevant opportunity URL*" If you would like to customize this message to a greater degree you can just follow the syntax below!
    1. To enter in this formula, you’ll change Type to Formula, then click Build a formula... under Value. You can then type in the relevant formula in the dialogue box below. Once you’ve typed out an appropriate formula, one that matches the syntax used in the below image, make sure you hit Use this Formula to finalize this step. If you copy the formula from below, ensure that you enter your own domain or else you will encounter an error.

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    2. Once you’ve hit Save you will have completed the set-up for this Live Deal Feed. You just need to hit Activate at the top right of the screen, and then Confirm on the window that pops up. Now you have successfully set up your Live Deal Feed!

What does the Live Deal Feed look like?

What a great question! If you didn’t view the demo video linked earlier in this article, check it out here! Included below is an image of what your Live Deal Feed document could look like if you create it utilizing some spreadsheets, charts and graphs utilizing Salesforce data in Quip. Curious about how to set that up? Check out this helpful article.

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If you have any questions when creating your Live Deal Feed, please do not hesitate to reach out to our support team at quipsupport.com.

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