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Create and Test a Visualforce Page for the Quip Associated Documents Component

Create your Visualforce page and test it. Then your users can add documents to their records in Salesforce Classic.

Required Editions

Available in: Salesforce Classic
User Permissions Needed
To create Visualforce pages: Customize Application
  1. Go to a Salesforce record and take note of its object type (Example: account, opportunity, or lead) and its recordId.
  2. From your Developer Console, click File | New | Visualforce Page.
  3. Name your page QuipCard.
  4. Copy and paste the following code, replacing the //commented out// portions with the object type and recordId from step 1. 
    <apex:page sidebar="false" standardController="//insert object type here//" >

      <apex:includeLightning />
  <div id="quipCardContainer"/>

  <script>
    $Lightning.use("c:QuipCard", function() {

      $Lightning.createComponent("lightning:quipCard", 
        { "parentRecordId":
      "//insert recordId here//" },
        "quipCardContainer",
        function(cmp)
      {}
      );
    });
  </script>
</apex:page>
  5. Go back to the record you noted from step 1, and then click Edit Layout.
  6. Add a section, preferably one column, and then drag QuipCard.vfp into it.
  7. Save your layout and verify that the component works.
  8. Give access to the Visualforce page for the user profiles of your choice, so that your users can add documents to their records using the Quip Associated Documents component.
    Note
    Note Tell your users to sign in to Quip the first time they use the component. And then tell them to refresh their browser window after they connect.