![]() ![]() Slack despite facing stiff competition from Microsoft has been a clearly successful solution set further penetrating enterprises and thus looks like the natural fit for Salesforce to beef up its collaboration and messaging footprint and keep pace with Nadella & Co. ![]() With Salesforce having a treadmill approach to collaboration software with its Chatter solution and its 2016 acquisition of Quip gaining minimal traction, it was "now or never" to do a deal for Benioff. Microsoft with its Azure/Office 365 cloud stack and Teams enterprise messaging solution set has dominated the cloud over the past few years and accelerated its growth during this COVID-19 backdrop. ![]() The core reason for this deal in our opinion is to keep pace with the cloud behemoth in Redmond. Wedbush analyst Daniel Ives said Salesforce's acquisition of Slack is about keeping pace with Microsoft and Teams, developing a broader cloud platform approach and acknowledging that collaboration software will be a key category even when employees return to the office in some form.īut the biggest item that pushed the Salesforce-Slack deal was Microsoft, said Ives in a research note: Previously: Salesforce and Slack: A vision of collaborative sales, service with a dash of Microsoft defense | Salesforce could buy Microsoft Teams rival Slack next week Stewart Butterfield, Slack CEO, said the Salesforce acquisition is "the most strategic combination in the history of software." Salesforce launched Chatter in 2009, bought Quip in 2016, and just rolled out Salesforce Anywhere. The Slack purchase won't be Salesforce's first foray into collaboration. You also saw Slack Connect, which extends the benefit of Slack so employees can securely work and collaborating with partners, suppliers, customers.įor Salesforce, the Customer 360 link with Slack Connect, which enables enterprises and partners to collaborate, is compelling. And you can see all the CRM information, the sales the customer interactions. And it brings all the companies, people, the data, the tools together. It's the central nervous system of so many companies on this call and our company and so many of our great customers, connecting everyone and everything, and now we could go even bigger, better, more exciting. We see in Slack a once-in-a-generation company platform. This is our ultimate vision of having this incredible user interface on top of all of these services with all these channels and all the collaboration running on all these devices and integration, interactions. This is the next generation of the Customer 360. All you need to do now is add the components or the different tools and mini “modules” to use inside Quip for Sales to streamline your team’s processes.In a statement, Salesforce CEO Marc Benioff said the plan is to combine Slack with Salesforce Customer 360. You’ve set up the framework for Quip and Salesforce to share data. Click Go To External Data Source and click Validate and Sync on the External Data Source page. Next, configure the External Data Source to turn on Global Search. Click Get Connected App and follow the guided installation steps. Install the Connected App to let Quip share data with Salesforce. Assign an external data source to your permission set. Give your team access to Quip by assigning permissions.Ĭlick Set Permissions then move the permission sets you want Quip to access to the right. You can also manually create an external data source in Setup if you prefer.Ĥc. ![]() To save setup time, a Quip external data source is automatically created for you. Create an external data source to connect your Quip content to Salesforce. Go to Settings | Integrations to view your Salesforce API Key.Ĥb. Tip: You can find your Quip Client ID and Client Secret in the Quip Admin Console. (Only someone who is both a Quip and Salesforce admin can complete the connection.) ✅Įnter your Quip site subdomain, or use your Quip Client ID and Client Secret. Complete the steps outlined in the Setup menu.īefore moving on to the next step, make sure you have a green checkmark for this section, showing you’ve completed all the steps. Enter Quip in the search bar and select it from the dropdown.Ĥ. Then, click Sales or Service as appropriate.ģ. Once you’ve verified the previous, congratulations! You are ready to make the connection between Quip and your Salesforce instance.ġ. If you are a paying Quip Starter or Quip Enterprise customer or are not a Quip admin, contact your Quip or Salesforce rep, or submit a ticket to Quip Support. ![]()
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