This document explains the current Salesforce and Quip integrations that are available to Enterprise Quip customers.
Requirements to utilize the Salesforce/Quip Integrations
- Enterprise Quip customer or on an Enterprise Trial
- Salesforce instance of Enterprise or Unlimited. (Limited functionality for PE with the API package)
- Set up is required by a Quip and Salesforce Admin. Please see Salesforce Lightning Integration Setup Instructions with Pictures (2019) for further instruction.
*For Classic instructions and limitations, please see your Quip contact.
Link Associated Quip Documents in Salesforce
Link and create documents, spreadsheets, and checklists with the Quip lightning component in Salesforce. Help your team find and collaborate on the documents that are crucial to better serving your customers.
Since Quip provides "living documents" that can be collaborated on by multiple people at the same time, you won't have different versions of documents.
Details: Quip documents are fully searchable and discoverable in Lightning. If an individual is not already a collaborator on the Quip document and a shareable link is not enabled, they will be able to request access to the document. A user must have a Quip license to collaborate on a document inside Salesforce.
Quip & Files
Quip is integrated with the Salesforce Files API. This extends all the benefits of Files to Quip including posting documents to Chatter, federated search, and previewing documents.
Embed Fully Functional Quip Documents Directly in Salesforce Lightning
The Quip Document Lightning Component brings Quip documents, spreadsheets, slides, and chat rooms directly into your Salesforce pages. All of your favorite Quip features — rich editing, live updating, comments, and more — are available without leaving Salesforce. It's all the collaboration you need right where you need it.
Watch this Quip for Salesforce video to learn more about bringing the power of Quip's document collaboration inside of Salesforce.
For setup instructions check out our Spring '19 setup guide.
Quip Templates with Data Autofill
Use Quip templates to streamline your Salesforce workflows: Any Quip document can be set up as a template, which your team can use to instantly create and embed documents in Salesforce records. You can even automatically fill new documents with standard and custom fields from the record using mail merge syntax.
Export Salesforce Live Data
Open Salesforce reports into a Quip spreadsheet in a single click. The best part? Your data is live – when something is updated in Salesforce, it's instantly updated in Quip too. You'll never have to worry about whether the data you're looking at is out of date.
Collaborate and make better decisions
Discuss your reports and share unprecedented, real-time deal information in sales meetings. With data that's always up to date, you can easily generate consensus and make better decisions together.
Export Salesforce Report Data
Open Salesforce reports into a Quip spreadsheet and choose a Spreadsheet Report to further analyze data. Discuss and collaborate on the numbers to drive accountability and visibility across your team.
With Quip, you maintain the hyperlinks to Salesforce for quick assess to relevant objects and records.
Create Quip Spreadsheets from Salesforce List Views
Put your list views to work by turning them into spreadsheets in Quip. Sort, filter, and process your data using hundreds of spreadsheet functions. @Mention colleagues to start real-time discussions. Even add your generated spreadsheet into other Quip docs.
Update your Salesforce Data from Quip with Salesforce Record
With Live Apps like Salesforce Record, double entry can be a thing of the past.
Bring in relevant Standard and Custom object records into your Quip document with a simple at mention. Then, update the relevant fields and sync back to your Salesforce with a click of a button.
Details: Quip supports most field types and custom objects but there are a few exceptions. Since we are consistently adding capabilities, please try Salesforce Record in your instance before working with your Quip Specialist.
Quip Notifications in Salesforce
Where: This change applies to Lightning apps in Lightning Experience in Essentials, Professional, Performance, Unlimited, and Developer editions.
Who: This change is available in orgs with a Quip Enterprise plan or free trial.
Sign into Quip with your Salesforce SSO
Easily access your team's existing Quip site by signing in with your Salesforce credentials. Connect to your teammates, and your customers in a whole new way.
Complete the required setup steps
Follow this guide to set up the integrations that are right for your site.