Quip Setup Starter

Overview

Quip Setup Starter is a managed package that helps set up some of our most common Quip for Customer 360 features. Once the starter is installed, you can embed Account Plans, Opportunity Notes, or even your own custom templates into Salesforce objects. Quip Setup Starter helps admins save time by setting up with the required backend connections, while allowing you to customize your setup to your organization’s needs.

With Quip Setup Starter, you can

Check out this video to learn more about the Quip Setup Starter:

Download and Install

To get started, download the package and install it in your Salesforce org.

When installing the managed package, click on Install for Admin only. Click the checkmark to grant access to a third party. The installation process may take some time to set up, you will get an email once your package install is complete. Before getting started, be sure to have your Salesforce and Quip installation setup.

Launch the Quip Setup Starter application from Salesforce. When launching the application, wait a minute while the blue screen loads with the Quip Setup Starter. After logging into your Quip account, you’re ready to start your set up!

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Embed Quip Documents

You can embed an Account Plan, Opportunity Notes, or your own Quip Document templates through the Quip Setup Starter. After completing the Quip Setup starter embed document steps, the specified Quip template will be used to generate embedded Quip Documents on a new tab in your Lightning page layout.

  1. Create Template: When adding Account Plans or Opportunity notes, you can choose a Starter Template. If you click on a Custom Quip Document or want to specify your own Custom Template, then paste in the Quip Document URL into the field.
  2. Embed in a Record: Choose the object to embed your Quip document. If you have a custom object, click the Other Object button to select from a drop down menu. Otherwise, choose Account or Opportunity.
  3. Add to Record Page: Your new template will show up as an embedded tab in the Lightning Record page. The Custom Field and Tab name needs to be a unique field on the specified Object. The tab will show up automatically on your Lightning Record page after you complete the flow.image__22_.png
  4. Manage Access: Specify when users will be able to view your embedded documents. By default, the access has been set to View and Edit, but if you need stricter security you can set the access to View only or Must Require Access.image__23_.png
  5. Double check: We’ll check to make sure you’re okay to move forward before running the script. Resolve any open issues, then click on the Next button. Congrats! Your document has been embedded in the Lightning Record page.
  6. Automate your document: You have three options: 1) User Created, 2) When a record is created 3) When one or more conditions are metimage__24_.png
    • Option #1: User created - Users have to manually click on the “New Document from Template” image__25_.png
    • Option #2: When an account is created - This creates a process and will automatically create a Quip Document whenever a new record is created.image__26_.png
    • Option#3: Or when one or more conditions are met - You will need to set this up in Process Builder. Note: users will have to manually click on “New Document from Template” until the process has been setup in Process Builder.
  7. Once your setup is complete, you can see some helpful links to validate the setup. Now check out your newly embedded Quip document!

Reset your Environment after Embedding Documents

If you would like to reset your environment, follow these steps.

  1. To remove or edit the step from Automate your Document:
    1. Find Quip - [Object] - Create Account Plan or Quip - [Object] - Create Opportunity Notes.
    2. Deactivate, then delete this process.
    1. Under Setup > Process builder
  2. To remove or edit placement from Add to Record Page:
    1. Under Lightning Record page, then delete the Account Plan or Opportunity Notes tab.
    2. Under Fields & Relationships, delete the Account Plan, Opportunity Notes, or your Quip custom field.
    1. Setup > Object Manager > Account, Opportunity, or your selected object

Organize Quip Documents in Folders

After setting up the Quip Document, you can automate documents in folders to create an organized hierarchical structure. When a new document from template is created, the document will be added to the correct folder.

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  1. Select a Document Object: Choose the object that your documents are linked to then select an associated Quip Document URL field. The URL field needs to have Quip in the field name or in the API field to be listed in the drop down menu.
  2. Create a Folder Structure: You have a few different options on how to organize your Quip documents generated from templates. It is typically recommended to choose one folder per Account.
    1. One Folder - A single folder for all Quip documents. Specify the folder name.
    2. One Folder per Account - A folder will be created based on each object (e.g. each Account Plan will roll up to its associated Account folder). Specify the parent folder name.
    3. One Folder per Related Object - Add Quip documents to a related object’s folder (e.g. Add Opportunity notes to an Account Folder). Specify the parent folder name and related object.
  3. Double check: We’ll check to make sure you’re okay to move forward before running the script. Resolve any open issues, then click on the Next button. Congrats! Any new Quip documents will be automatically placed in the proper folder.

Note: the documents will be placed in the Admin's Private folder. After a new document is generated and folders have been created automatically in Quip, you can ensure that the right people have access to the folder by clicking the Share button and adding individuals or by placing the parent folder in a shared or group folder.

Reset your Environment after Organizing your Quip Document in Folders

If you would like to reset your environment after embedding documents, follow these steps.

  1. Under Setup > Flow
    1. Find Quip - [Object] - [Process] - Folder Organization
    2. Click View Versions and Details, then deactivate then delete this process
  2. Under Setup > Process Builder
    1. Find Quip - [Object] - [Process] - Folder Organization (Trigger)
    2. Deactivate, then delete this process.

Send Automatic Document Notifications

This automation keeps your users up-to-date when key changes are made by posting a message in the conversation pane of the related document.

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  1. Select a Object Choose the object that you would like to monitor
  2. Set Notification Conditions Select if the condition is based on a new record, when any change on the field is made (e.g. any change in the Opportunity Stage), or when a specific change on a field is made (e.g. Opportunity Stage moves to Opportunity Close, or Opportunity Amount is greater than $100,000).
  3. Create a Notification Template Click on the Sample Template button to get started. Format the text and use formulas when referencing Salesforce fields. If you would like the notification to be sent to everyone on the document, include @everyone in your notification message.image__29_.png
  4. Message Destination Enter the Quip Document URL Field. The associated Quip document will receive all notification messages. (e.g. the Account Plan will receive all notifications about the associated Opportunity notes). The notifications will appear on the right hand conversation panel within the Quip document.
  5. Double check We’ll check to make sure you’re okay to move forward before running the script. Resolve any open issues, then click on the Next button. Congrats! An alert will be sent to the associated Quip document whenever your notification criteria is met. (e.g. if you selected the

Reset your Environment after Adding Automatic Document Notifications

If you would like to reset your environment after adding an automatic document notification, follow these steps.

    1. Find Quip - [Object] - [New/Field Name] - Document Notifications
    2. Deactivate, then delete this process.

Update a Live Data Feed

With a Live Deal Feed, teams can identify trends in sales cycles, track sales rep performance, and celebrate wins as they come in. Customize notifications for your team and send alerts when a new opportunity is created, an opportunity stage changes, or any other changes to a Salesforce field or object. All alerts can be sent to a specific Quip document and viewable within the document conversation pane.

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  1. Select a Object Choose the object that you would like to monitor
  2. Set Notification Conditions Select if the condition is based on a new record, when any change on the field is made (e.g. any change in the Opportunity Stage), or when a specific change on a field is made (e.g. Opportunity Stage moves to Opportunity Close, or Opportunity Amount is greater than $100,000).
  3. Create a Notification Template Click on the Sample Template button to get started. Format the text and use formulas when referencing Salesforce fields. If you would like the notification to be sent to everyone on the document, include @everyone in your notification message.image__31_.png
  4. Message Destination Enter a Quip Document URL. This is the single document or chat URL that all notification messages will be sent. The notifications will appear on the right hand conversation panel within the Quip document.
  5. Double check We’ll check to make sure you’re okay to move forward before running the script. Resolve any open issues, then click on the Next button. Congrats! An alert will be sent to the specified Quip document whenever your notification criteria is met.

Reset your Environment after adding a Live Data Feed

If you would like to reset your environment after setting up the live data feed, follow these steps.

    1. Find Quip - [Object] - [New/Field Name] - Live Data Field
    2. Deactivate, then delete this process.
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