Get Actionable Metrics on Your Quip Templates
Where: This change applies to Lightning Experience in Professional, Performance, Unlimited, and Developer editions.
Who: Available in Salesforce orgs with a Quip for Customer 360 plan or free Quip trial.
Why: Use template metrics to rethink your template strategy. Keep your sales reps organized and accountable with data on how many Account Plans are created from a template. With metrics on document views, comments, and edits, create Lightning charts and reports to see what processes work best for your team and which don’t.
How: In Setup, enter Quip in the Quick Find box. Under Gather Data on Quip for Customer 360 Usage, click Turn On Quip Metrics.