You can track how the project is progressing in real-time with custom statuses and due dates for each task, and add attachment links too. With the Project Tracker Live App in Quip, project tasks can be assigned to one or more Quip users. Using this component, I specified that all Quip documents created from this component follow a specific template, saving you time with future project documentation.ĥ) Add the “Project Tracker” Quip Live App and use in-line comments Using Lightning App Builder, I added the Quip Document Lightning Component to the record page so that my users can create and work with fully functional Quip documents directly within Salesforce objects and records.
This makes it much easier to onboard team members to projects because all project information exists in one place and you no longer need to worry about lost files.Ĥ) Add the Quip Component to the custom object record page. The Salesforce Files Component allows you to keep all files and knowledge on the project in one place (including Quip files linked to the Salesforce record). Relate Cases to projects in order to show the origin of documentation requests and track end-to-end progress. Report on project status and provide insights through dashboards for senior leadership, project managers, etc. Keep track of which users are working on which projects. Use to attach contacts to Project Documentation records. Categorize projects in Salesforce for easily accessible documentation. Use Record Types to share project records immediately with the appropriate teams or users. Here’s a more granular look at each of the objects, how they’re used, and how they relate to each other: The image below demonstrates what the architecture should look like in Salesforce when setting this up.ģ) Link the custom Project Documentation object to Project Members, Cases, and Files Using a new Project Documentation object, I connected Cases, Project Members, Quip Documents, and Files in one location for ease of visibility and reporting. Once Quip is integrated with Salesforce, you can create several custom objects. You can start by testing the integration in your Sandbox environment if you wish.Ģ) Create custom objects to track project documentation In the Admin console of Sales or Service Cloud, find the Quip section and follow the steps. To integrate Quip with Salesforce, follow the steps outlined in this Trailhead module. Leveraging Salesforce and Quip was selected as a solution so that contractors and internal employees can better collaborate and track the progress of projects, all within Salesforce. However, they plan to decommission this platform and replace it with Salesforce and Quip. Historically, the company has used a project management tool to track internal projects. The company has an internal Salesforce team, and they work with a Salesforce consultancy for strategic oversight. 
Background:Ī large utility company with 40,000 employees and offices across North America uses Salesforce to track and enhance its business processes. The documentation solution will integrate with Salesforce and meet our internal security requirements. I want my users to be able to document projects natively in Salesforce for more seamless collaboration and improved project management/documentation.
Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how Prag Ravichandran Kamalaveni uses Quip to track project documentation inside Salesforce. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Welcome to another post in the “How I Solved This” series.
0 kommentar(er)
