Frequently Asked Questions (FAQ)

These are the questions we hear a lot and you’ll find the answers below — but if you have others, please don’t hesitate to contact us — we’re here to help.

Getting Started

Salesforce Anywhere is a new solution that combines the functionality of Quip for Customer 360 and the new Salesforce Anywhere App (beta). It seamlessly blends embedded documents and spreadsheets, live CRM data, personalised alerts, and real-time conversations inside Salesforce. Trusted by businesses worldwide, Salesforce Anywhere gives teams inside Salesforce new tools to maintain real-time visibility of their deals, plan and collaborate without leaving Salesforce, and take action within the context of their deals and cases.
For existing Quip customers, nothing is changing. Quip’s real-time documents, spreadsheets, and chat can still be used as your preferred team collaboration solution. If you’re interested in trying Quip without the Salesforce integrations, you can do that by visiting the Quip website. Quip for Customer 360 is the solution that’s integrated with Salesforce, and it is now included in Salesforce Anywhere and combined with the functionality of the Salesforce Anywhere App (beta).
Salesforce Anywhere is the easiest way for Salesforce customers to accelerate their business inside Salesforce. Built into the Salesforce Platform, Salesforce Anywhere offers a real-time solution to help businesses reimagine their sales and service processes. It keeps all of their data inside Salesforce so teams can make smarter and faster decisions. Businesses can standardise their sales and service processes with best-in-industry sales plans to help streamline deals. Sales teams can close deals faster by keeping all of the data, processes, and conversations inside Sales Cloud — instead of other apps like email, files, and chat. And sales leaders and managers can make faster and smarter decisions by maintaining visibility of their business with real-time alerts and AI-suggested actions.
Ideally you would use them together. These apps form a real-time solution that helps teams work together inside Salesforce. While each offers different functionality, their power is unlocked when used together in a single experience. The Salesforce Anywhere app (beta) offers real-time alerts on deals and cases, integrated chat rooms, and AI-powered suggested actions. Quip offers embedded documents and spreadsheets connected to live Salesforce data that drive processes such as Account Plans, Close Plans, and Case Swarms.
Quip is available on desktop (Mac and PC), mobile (iOS and Android), and on the web. The Salesforce Anywhere app (beta) is available on the web and iOS.
Salesforce’s commitment to data security is at the core of the product, and our philosophy is simple: We protect your data as carefully as we would want anyone to protect ours. Our success depends on earning and keeping your trust, and we take that very seriously. We know that trust starts with confidence that your company’s data is safe with us.
Salesforce Anywhere is available in 12 languages: Deutsch, English, Español, Français, Italiano, 日本語, 한국어, Nederlands, Português (Brasil), Русский, Türkçe, 中文(简体.
Quip allows for integration with the apps and tools your team is already using. Live Apps makes it possible to add custom, Salesforce, or third-party apps and data into any document, spreadsheet, or chat. Visit Salesforce AppExchange to learn more about Quip’s app partners.

Salesforce Anywhere Pricing and Free Trial

Please find Salesforce Anywhere pricing information here.
Yes. You can try all of the functionality, with unlimited users, using unlimited storage (documents, files, messages, and so on).

Ready to learn more about Salesforce Anywhere?

Check out “The Beginner’s Guide to Selling from Anywhere” to see how Salesforce Anywhere can transform your business in three simple steps.