Wednesday, October 05, 2016

Quip unveils Salesforce integration: Rich mentions, live data, and single sign-on | VentureBeat | Enterprise | by Ken Yeung

For an update on the Salesforce bigger picture, see Salesforce aims to combine Einstein, Quip, IoT into 'one platform' approach (ZDNet)

"The pairing between Salesforce and Quip offers two features centered around sharing data. The first involves leveraging Quip’s Lightning component, meaning that any linking, accessing, and editing of documents, spreadsheets, and task lists can be made directly within Salesforce records. This eliminates the need to jump between multiple apps, thereby streamlining efforts within a single platform. Meeting notes, data, and other content within Quip and shared among team members can also be stored in company records, providing a better picture of the customer relationship.

With the second feature, Quip now supports live data within documents and spreadsheets. Traditionally, users would have to copy and paste data, but now variables can be added to files that will dynamically pull in the corresponding data, so if anything changes within Salesforce, it’ll automatically be reflected within the document. As Salesforce described it: “A Quip living document that serves as the weekly meeting agenda for a regional sales team can include the latest Salesforce data on closed deals and open opportunities.”"
Quip unveils Salesforce integration: Rich mentions, live data, and single sign-on | VentureBeat | Enterprise | by Ken Yeung
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