Previously this information would need to be accessed via external static documents that were commonly not consolidated. ![]() The tab can contain both structured data such as related Opportunity information alongside generalized sales strategies and other guidance for success. Embedding live CRM data allows users to more efficiently complete the processes related to an Account and its related records The Account Plan tab provides access to a collaborative document that syncs directly with live CRM Data. With the help of embedded Quip documents, Account Plans can now be seamlessly integrated directly into Account and other related object record pages. These documents can be added to both Standard and Custom Object record pages, which allows organizations to customize the system to better meet their industry-specific processes. If an Opportunity is shifted to a later stage without the required information, validation can be added to ensure that information within an embedded document is populated first. Templated documents can be added to object record pages to ensure that best practices are followed and improved upon throughout the lifecycle of the record. Key Features Collaborative Embedded Documents This integration enables a dramatic improvement in real-time document storage contextualized via direct record level association. Salesforce Anywhere seamlessly merges Quip’s collaborative functionality into the Salesforce experience while also adding capabilities specifically dedicated to the Sales and Service Salesforce process categories. ![]() In a June 15th, 2020 press release, Salesforce announced Salesforce Anywhere. The standalone Quip platform allows users to store valuable information and documents in a centralized location with full collaborative support. Salesforce acquired the Quip collaborative productivity software suite in 2016.
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