Cree un documento de Quip en blanco que se vincule automáticamente a un registro de Salesforce.
Ediciones necesarias
Disponible en: Lightning Experience
Puede agregar un documento al componente Documento de Quip solo si su administrador ha configurado el componente para permitirle hacer eso.
En el componente Documento de Quip para un registro, haga clic en Nuevo documento.
Asigne un título a su nuevo documento y haga clic en Crear.
Su nuevo documento aparece en el componente Documento de Quip.
En segundo plano, Salesforce vincula el documento al registro. Si el registro también incluye el componente Documentos asociados de Quip, el documento se enumera aquí cuando el vínculo está completo.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
