![]() Using the Project Documentation object we can tie Cases, Contacts, Quip Documents and Files in one easy location for visibility and reporting. ![]() Once Quip has been integrated with Salesforce, a custom Project Documentation object will need to be created in order to leverage Quip for project documentation. Salesforce Architecture: Leveraging Quip for Project Documentation Ready to take a deeper look at Quip for project documentation? Let’s get started. By integrating Quip with Salesforce, teams can trust that all their data and documentation are in one secure location. Security is a priority for every organization and meeting security requirements can often be a bottleneck when selecting a project documentation solution. Best of all, users can seamlessly switch between desktop and mobile.Īnother reason teams love Quip is both Quip and Salesforce are also highly secure platforms. ![]() Plus, Quip comes with customizable apps that can be added to documents, like a countdown timer and project tracker. While Quip can be used as a standalone platform, it also allows users to integrate with applications like Salesforce and JIRA. Living document files, in-line commenting, and real-time chat mean everyone has total project transparency and the most up-to-date information at all times. Quip is a modern collaboration platform that helps teams work on projects together so they can complete work faster. You might be wondering why your team should leverage Quip, so before we dive into best practices, let’s look at what the platform has to offer. In this blog, we cover some best practices for creating collaborative project documentation using Quip for Salesforce. This post is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation.
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