The Quip Document component for Salesforce: A guide for users (Spring ’19 Release)

The Quip Document Lightning Component lets users work with fully functional Quip documents, spreadsheets, slides, and chat rooms directly within Salesforce objects and records. All of your favorite Quip features are there—comments, @mentions, Live Apps, and more. It's all the collaboration you need right where you need it.


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It's a truly transformative integration. Shall we count the ways?

  • Bring freeform content directly into Salesforce: The Quip Document component gives your team a shared place for everyday work, right on your Salesforce pages. All documents created from a Quip Document Lightning Component are auto-attached as Files to the Salesforce Record.
  • 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.
  • Edit rich documents, spreadsheets, and slides without switching apps: Collaborate on documents directly on your Salesforce pages, or expand documents into a modal view for an even richer editing experience. You'll be able to see the edit history, contribute to the document conversation, and share the document with new collaborators without ever leaving your browser tab.

 

Setting up the Quip Document component in Salesforce

Getting the Quip Document component is admin's work, and we've put together a guide letting them know how to do it. If your admin hasn't set it up yet, send them a link to that documentation.

 

Connecting your Quip account

You need to be connected to your Quip account to use Quip, of course. If you haven't already connected your Quip and Salesforce accounts, you'll see a button prompting you to do so in the Quip Document component:


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Click that button, enter your Quip credentials if you're asked to, and you're good to go.

Note: The Quip Document component doesn't currently work in Safari. We're working on it! In the meantime, try Firefox or Chrome.

 

Different ways to use the Quip Document component

Depending on how your company wants to use the component—and depending on the particular Salesforce page it's been installed on—you'll find that there are several different ways to interact with it.

  1. Users get to pick which documents go on which records. If you admin has set things up this way, you'll be able to choose which documents are embedded to which records. You'll even be able to create new documents directly from a Salesforce record, and those new documents will be immediately embedded. Nice.
  2. Users can make new documents from a template. This is very cool. Your admin can choose a Quip Document to use as a template, and users can create embedded documents from that template. They can even set things up so that information from the Salesforce page automatically populates the new document. So nice. (If your admin needs help with any of this, send ’em to this guide.) This is good for account plans, creative briefs, and anything else your team uses over and over again.
  3. Admins pre-select which documents go where. Sometimes admins know best, and they might have pre-selected the documents that are best for each record. You won't be able to change which document is embedded there, but depending on the permissions that your admin has set, you might be able to edit it. This is an extremely good setup for wikis, contact lists, and other useful reference points.

 

Adding a document to the Quip Document component

If your admin has allowed it, you can add a document to an empty Quip Document component by clicking either of these two buttons:
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  • Choose Document allows you to choose an existing document
  • New Document creates a new document, and embeds it in the Salesforce record

Pretty self-explanatory, but never hurts to explain it anyway. Enjoy.

What kind of documents can you add? Great question. You can embed documents, spreadsheets, slide decks, and even chat rooms. Get creative! 

 

Working with a document in the Quip Document component

Once you've got a document in there, you can work with it exactly like you can in Quip itself. You can edit text, insert images, leave comments, check off checklists, fiddle with spreadsheets, @mention the folks you need to mention, and do all those other Quippy things you do in Quip.

Beyond that, there are a couple things to know:

  • To view and participate in the document conversation of an embedded document, click the expand button up in the corner of the component. It looks like four arrows, each pointing outward to a corner.
  • Live Apps now work in Salesforce! To view and edit the Live Apps in a Quip document, expand the Quip document component and use the @ to insert the Live App.

Feel like working with the document in Quip, rather than in Salesforce? No problem. Just click the “Open in Quip” button.

Don't know how to use Quip? You're in the wrong article, friend. Head over this section and do a little reading, or just start poking around in our intuitive and user-friendly product.

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