Welcome to the Community!

Greg Gardner

I am a long-time user of both Salesforce and Quip. I have them integrated the old-school way. I want to see more about SFA. However, I do not have the permission sets or Settings Features offered to me in Set Up (I'm the admin). I have requested numerous times for this. Is SFA an extra cost? Does it have to be turned on? Is there something different old Quip users have to do? More

10 days ago · 1 comments · 1 likes

Jackson Nordling

Hi Everyone! It's time for another Circles of Success session! For our next topic, we'll focus on Salesforce Anywhere (Quip) templates - why they're valuable, what makes a successful template and some common use cases. As always, we'll also have a Champion join us to share their successes and perspective on creating and using templates in their own team. Details: Thursday, December 3 10-11am PST Register below! More

13 days ago · 0 comments · 2 likes

Adrien Danjou

Hi, This is my first post on trailblazer (not sure if i'm writing on the right place). I'm looking for a validation rule: To specify a mandotory field as not mandatory if another champ is equal to something. What would be the structure there? Thanks in advance for your help! More

14 days ago · 2 comments · 1 likes

A.J. Bruning

When using the Template to pull in Salesforce Related Records is there a way to choose which field/columns are used in that templated Document? Currently, it pulls over fields selected in the Compact Layouts. Choosing different columns everytime is a chore since the list of fields is not organized in alphabetical order. More

20 days ago · 2 comments · 0 likes

Diego Aparicio

Hi Everyone, Is there a way for Quip Admins to update users profile pics on their behalf? More

20 days ago · 3 comments · 0 likes