How do I integrate Quip and Salesforce?

These instructions will walk you through integrating Quip and Salesforce. This process takes about 20 minutes for a Salesforce Admin to complete. These instructions are to be used for both Salesforce Production and Salesforce Sandbox orgs.


Part 1 - What you Need

  1. You need to be a Salesforce Admin for your instance.
  2. You need to have a Quip for Salesforce license or be on a Quip for Salesforce Trial.
  3. You need to be a Quip Admin if your Quip Site already exists.
    1. If you can see the Quip Admin Console, you are a Quip Admin.

If you are a paying Quip Starter or Quip Enterprise customer and/or are not a Quip Admin, contact your Quip or Salesforce representative, or submit a ticket to Quip support.


Part 2 - Connect Quip and Salesforce

These instructions are for Lightning customers. Classic customers can go through these steps as well through the Lightning setup. Please note we have discontinued and no longer support the Quip Connect package for Classic on the App Exchange.

1. Navigate to the “waffle” in upper left corner of Salesforce (the colorful little grid that appears below the Salesforce logo). Then click Sales or Service.

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2. Click the gear (upper right), then select Setup.

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3. Search for Quip in the upper left hand corner. Then select Quip when it appears in the dropdown

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4. Complete the steps outlined {details below} in the Setup menu.

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4a. Click Connect Quip. Enter your Quip site subdomain or use your Quip Client ID and Client Secret. Only a Quip and Salesforce admin can complete the connection.

Tip: You can find your Quip Client ID and Client Secret in the Quip Admin Console. Go to the Admin Console > Settings > Integrations and view your Salesforce API Key CLIENT ID.

Here are instructions on how to access The Quip Admin Console

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4b. To save setup time, a Quip external data source is automatically created for you. You can also manually create an external data source in Setup if you would like.

Tip: Here are instructions on how to Add an External Data Source

 

4c. Assign permissions to give your team access to Quip. Click Set Permissions and move the permission sets you want to give Quip access to the right. Click Save.

Tip: Here are instructions on how to Assign Permission sets

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4d. Next is the Quip External Data Source Assigned to Permission Set. Install the Connected App to let Quip share data with Salesforce. Click Get Connected App and follow the guided installation steps.

Configure the External Data Source to turn on Global Search. Click Go To External Data Source and click Validate and Sync on the External Data Source page.

Tip: Here are instructions on how to Add an External Data Source

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Important: Before moving onto the next step make sure you have a green checkmark for this section. ✅

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Part 3 - Optional Additional Customizations

The additional customizations are not required to use Quip for Salesforce functionality. They are available as needed, and below you can find our best practice recommendations for when to use them and why.

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Additional Customization Why you'd set this up Caveats to be aware of
Configure External Data Source To turn on Global Search.

An external Data Source is automatically create for you, but if you would like to create a custom named Data Source (perhaps for testing if using a Sandbox) you can do so.
Global Search will search for the titles of Quip documents and spreadsheets, but not the contents of them.
Add Users to Your Quip Site Bulk provision users.

Because this is still new functionality that we're building on, we recommend using this only if you are provisioning < 50 users.
With the current functionality you cannot choose from Salesforce permission sets to do this.
Manage Synced Permissions By default, Quip documents associated to records inherit the same user permission sets in Salesforce.

You can customize the default user permissions for sharing and visibility if needed for compliance or company policy reasons.
For a full list if Quip’s granular permission options look here: https://www.quipsupport.com/hc/en-us/articles/360030023711-What-are-Granular-Permissions-

Share the Power of Quip

Increase adoption of your Quip investment.  Quip Education resources can be found both on Trailhead and on Quip's EDU website. <br><br>Live virtual Quip trainings are hosted every week.


Nice work!

You've now set up the framework for Quip to reside in Salesforce and for Salesforce data to easily live in Quip documents. This means that all you need to do is add the components - you're so close! Below outlines the process for adding a Quip component to an account.


Part 4 - Adding Quip components to your Salesforce pages

The process below is the same for opportunities, accounts, contacts, cases, etc. For this example we will use account.

1. Go to any Account page > click the gear icon on the top right > select Edit Page.

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2. On the left hand side search, search for Quip.

You will find 3 different components:

  • Quip Component: provides a list of all Quip files associated to the record.
  • Quip Document Component: allows users to interact with Quip documents, spreadsheets, and slides directly within Salesforce.
  • Quip Notifications Component: brings Quip notifications directly into Salesforce. We recommend setting this up in your Salesforce utility bar, as Quip notifications show all notifications - not just those associated to the record a user is currently on.


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3. Drag and Drop the Quip Components you’d like to use onto the page.

4. Press the Save button.

5. Follow the steps above to attach Quip docs onto Opportunities, Contacts, Leads, Campaigns, etc as needed.

Tip: Adding the Quip Notifications to the utility bar is a best practice. Learn how here.

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Part 5 - Salesforce Live Apps in Quip

By going through the steps above, you've already turned on the ability to pull bi-directionally syncing Salesforce data into Quip! Begin exploring with both standard and custom objects.

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🎉 Congrats! You are done! 🎉

 

 

 

 

 

 

 

 

 

 

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