Set Up the Quip Associated Documents Component for Salesforce Classic

Let users add documents to accounts, opportunities, leads, and most other records based on standard and custom objects.

Required Editions

Available in: Salesforce Classic
  1. Create a Lightning App for the Quip Associated Documents Component
    Get on the path to creating a Quip Associated Documents component that your users can access from records in Salesforce Classic.
  2. 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.
  3. Create a Custom Controller for the Quip Associated Documents Component
    Add your Lightning component to more Salesforce records when you create a custom controller.