Articles

Quip Salesforce: How to integrate it into your workflow

Understanding Quip and Salesforce What is Quip? Alright, let’s kick things off by talking about Quip. As someone who’s spent a good amount of time using it, I can tell you that it’s not just another document editor. Quip is a collaboration tool designed for teams to communicate effectively while creating documents. What makes it […]

Articles

Workflow Rules Salesforce: How to automate your processes

Hey there! If you’re like me, you know that automating processes can save a ton of time and hassle. Today, I’m diving deep into how you can utilize Workflow Rules in Salesforce to really step up your game. Let’s break this down into some major areas that I’ve found to be key in mastering this