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Why Quip for Customer 360 is the Next Big Thing Admins Should Master

June 18, 2020 by Garrett Scott Leave a Comment

Technology is constantly evolving, and Salesforce Admins are among the best at keeping up. We get certified on new releases, learn about new technology, and constantly strive to stay ahead of the curve. So what’s the latest technology you should be mastering?

It’s Quip for Customer 360, and there’s a new Trailhead Trailmix and special Community Badge to get you started. As Salesforce’s productivity suite, Quip combines documents, spreadsheets, and chat in one place. And with Quip, you can integrate live Salesforce data into your documents.

What is Quip for Customer 360?

Quip for Customer 360 is Quip inside Salesforce. That means users can embed documents directly in Salesforce objects — think account plans, opportunity notes, close plans, and service escalation documents — so your reps don’t have to go outside Salesforce. Because when reps keep notes in notebooks or note-taking apps, discuss client contracts or pricing in long email

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