Add Quip Documents Directly to Salesforce Records (Beta)

Bring Quip documents, spreadsheets, slides, and chat rooms directly into your Lightning apps with the new Quip Document component. Your users get familiar Quip features like rich editing, real-time updates, comments, and @mentions without leaving Salesforce. You can also create templates to streamline your team’s workflow.
Where: This change applies to Lightning Experience in Professional, Performance, Unlimited, and Developer editions. This change applies only to Lightning apps.
Note

Note

As a beta feature, the Quip Document component is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related non-Salesforce applications and content apply equally to your use of this feature.

Who: Available in orgs with a Quip Enterprise plan or free trial.

Why: Users can collaborate on documents right where they work without switching apps. All documents created from a Quip Document component are automatically attached as files to the Salesforce record.

Quip document on an account record

Update documents right on the record, or expand them into a modal view for a richer editing experience. See a document’s edit history, contribute to the conversation, and share the document with new collaborators without leaving your browser tab. Comments, @mentions, Live Apps, and other interactive features of Quip work exactly as they do in the Quip web and desktop apps.

Quip document in edit mode

To really accelerate and streamline your workflow, create templates. You can set up any Quip document as a template, which your team can use to quickly create documents on Salesforce records. You can even automatically fill new documents with standard and custom fields from the record using mail merge syntax. Imagine the possibilities: standardize information-gathering, track sales activities, or create team checklists.

Create a new document from a Quip template

How: Connect your Salesforce org to your Quip site by going through the guided Quip setup. In Setup, use the Quick Find box to find Quip, and then follow the steps. Open Lightning App Builder, and drag the Quip Document component onto a record page. Then complete the component setup in Lightning App Builder.