Work with connected report data in a document to collaborate on live Salesforce data in
context. @Mention colleagues to discuss data inline or in the document conversations pane. Update
filter values from Quip to customize your Salesforce report views without altering the base report
in Salesforce.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Performance,
Unlimited, and Developer Editions
|
Apply your Salesforce report’s custom filters to tailor your report view in Quip. Use filters
to sort your reps’ open opportunities by region or track your reps’ progress. You can even
dynamically filter live Salesforce reports added to a document based on the record it’s embedded
in.
To add a Salesforce report to a document, enter @Salesforce Report and
select your report. For Salesforce Classic users, click Open in Quip from
the report in Salesforce to open your report in a new document.
