How To Create Quip Template

Learning Objectives

Subsequently completing this unit, yous'll exist able to:

Standardize workflows and enforce all-time practices using customized templates.
Use Flow Builder and Procedure Builder with templates to create a productive and collaborative Salesforce experience.

Audio Familiar?

If yous're like near admins, you lot've probably heard something along the lines of, "Can you lot put this content in Quip and go far automatic?" That blazon of direction is not just vague, just it's as well disruptive if you don't know the programs that are now available to you. "How am I supposed to accomplish that task," you wonder, "Magic?"

Bewildered looking employee is taking direction from manager. In her head, we see a thought bubble of a magic wand over a laptop.

Once you have a better handle on Quip and Quip, you can sympathise how to marry your team's old ways of working with your new technology, making everyone more effective. Rather than only copying and pasting what y'all were doing, you can use the well-nigh limitless functionalities available to you in Quip to make a massive affect on your team'south productivity. Fifty-fifty if you've never done these things earlier, information technology's well worth your fourth dimension and effort to dive in to get the most out of Quip.

Don't Reinvent the Wheel

With Quip and a pocket-size investment of time, you tin set up powerful automation and customization tools that make a measurable and lasting touch on on your team. Just about any certificate or workflow tin can exist customized and automated for your specific needs. And while automation through Process Architect and Flow Builder are ane course of automation, they can and should be used hand in manus with templates.

Curate templates that eliminate the demand to manually populate documents with information that's used over and once again. You can admission and appoint with real-time information that once lived exterior of Salesforce right in your Salesforce instances. Or pattern multistep procedures that instantly create the framework of workflows that speed up processes for sales, service, and more.

The possibilities are virtually infinite.

In this module, you acquire how to build and use templates that bulldoze repeatable, automated processes. In plough, y'all'll be able to enable streamlined workflows, a uniform user experience, and built-in communication tools that galvanize teams effectually fundamental objectives.

Customize Your Manner

Don't know where to kickoff? No worries. Knowing what works best for your team starts with agreement what's possible. Kickoff by request yourself, What is your team's worst clogging? Nosotros talk to our Salesforce users all the fourth dimension, and your business concern challenges are likely like to those of many others. That's where templates come in.

Allow's start past taking a await at some case templates.

Screen grab showing Quip Template Library.

You lot'll find templates for a number of different use cases—from Sales and Service, to work.com. and industry-specific needs. Review the options and run into what stands out to you. Where exercise you see yourself and your team?

Call up virtually templates as a jumping-off point. Instead of simply copying an erstwhile account plan or opportunity notes into Quip and calling information technology a day, this is your take a chance to create a more than dynamic and useful template.

The template library is a great place to start, and you can combine your team's needs with the best practices of Quip.

Screen grab of Quip template library Sales options with cursor hovered over Campaign Plan.

The templates in the Template Library are a practiced starting point to meet the key elements of a successful template, where other users are finding success, and how y'all can emulate their best practices while besides customizing for your team's specific needs. It'southward much easier to outset with a template than a blank folio.

In one case you observe a template that seems like a proficient fit for your team, scroll down and click Try Template. Within the template, you have the option to customize cardinal elements that are appropriate for your team. Here'southward what you need to know about customizing templates.

Pull in Key Account Information Direct In-Line

You are likely familiar with using post merge capabilities to pull static data into a document. When utilizing mail merge, you type double brackets and the fields you want to pull in; for instance, [[Account.Name]]. Be sure to use double brackets, a period instead of a space, and capitalization.

Template Information Mentions allows for a similar, but elevated, functionality. Rather than have the team manually enter the account name, why not automatically pull that information in? With the @Salesforce Template Data Mention part, you can automatically pull in alive Salesforce information via picklists without checking the API names in Salesforce.

Account plan that shows (Account > Account Name) highlighted as Salesforce data, demonstrating a data mention. We see a menu of options coming from an @ mention.

To pull in Salesforce Template Data Mention first, select Document | Mark equally Templateto alter your document to a template. Once you've designated your document as a template, you have the option to add a @Salesforce Template Information Mention. Next, select your desired field—in this case, Account Name. You can use this data mention function as many times as you like throughout your template.

One of import thing to note: Data mentions automatically populate with a record's data and continue to stay up to date. So you tin can make updates to the record and sync them dorsum to Salesforce direct from the data mention. Even better, team members can also add together Salesforce record information by using the @Salesforce Information Mention.

Mail service merge and Salesforce Template Information Mentions are both smashing means to pull in key information for your squad, so they won't have to key in the information manually. While postal service merges crave specific syntax and tin can only pull in static data, Salesforce Template Data Mentions let you lot pull dynamic information in-line only past typing @.

Go Familiar with Live Apps

Here are the most ordinarily used alive apps for templates.

Alive App or Tool	Description	How You Could Use Information technology
Salesforce Record	Add record-specific information to your document. This allows for in-line editing, comments, and bidirectional syncing to Salesforce.	Add account information such as Account Proper noun, Account Number, Industry, and more to your business relationship plan.
Salesforce List	Add together tape-specific lists and related lists. This allows for in-line editing, comments, and bidirectional syncing to Salesforce. Y'all tin practise majority updates, sync your changes to Salesforce, and add list view filters. You lot can even add notes and next steps that yous can share with your team.	Add a list containing the related opportunities on an opportunity cost plan.
Salesforce Written report	Add together Salesforce reports that you have already created in Salesforce. This data will too stay upwardly to date. This does not permit for in-line editing.	Add all the open up opportunities related to an account onto the business relationship plan.
Salesforce Data Mention	Pull Salesforce information seamlessly into your documents and spreadsheets. Mention live data from Salesforce to see dynamic fields that stay updated with the latest Salesforce data. Update fields from your documents and spreadsheets and sync them to Salesforce.	Use data mentions in an executive summary on an account plan to pull in alive central contacts, the Account Name, and more than.
Relationship Map	Add together lightweight org charts and relationship maps to your documents. Build relationship maps with imported Salesforce record data or create custom and Salesforce cards to manage client relationships, central stakeholders, and relationship health right from your certificate.	Add together a relationship map to your account plan using Salesforce contacts from that business relationship. Use this to track primal contacts and their relationship health.
Projection Tracker	Easily create a project programme using the Project Tracker. Assign, oversee, and organize your projects. Prepare deadlines and attach files. Columns can be re-named and rearranged. They can firm people (possessor), dates, condition, files, or plain text.	Add a Project Tracker to your Opportunity Close Program to show deadlines, projection owners and more. This will help keep the entire opportunity team aligned.
Spreadsheet	Embed a Quip spreadsheet straight into a document.	Create a customized robust project plan to an Account Program using a spreadsheet. You can @metion key people and dates, apply data validation, and even add checkboxes to rails progress.

As a all-time practice, brand sure to set upwards templated live Salesforce data. Templated data saves your team time and attempt considering the apps automatically pull appropriate data from Salesforce. This provides even more than options in the fashion you apply these apps. For case, you can customize what fields yous want to show.

Double Check Your Settings

Make sure your certificate is set upwards every bit a template by going to Certificate | Marker as Template.
You can share this template with any team members you are collaborating with to create the template, just share and assign the appropriate access level
Plough on Link Sharing, this ensures that when you add the document to Salesforce in the Lightning App Builder the template functions equally designed. Become to Share | Shareable Linkand then toggle the setting to on.

At present that you lot know all the best practices for customization using Quip, allow's become back to our original example: Someone asks you to "add content" to Quip. At present, you know all the possible ways yous can not just save that document or slice of content centrally, just as well optimize information technology for collaboration and automation with your team. How tin can yous bring that document alive with dynamic info? In what ways can you get creative?

If you want even more than ideas virtually how to use templates and live data, cheque out the Resource section. In the next unit, you take a deeper dive into Process Builder and Flow Builder.