Use Quip Advanced and Quip (previously Quip for Customer 360) features in a Salesforce sandbox.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To connect a Salesforce sandbox: | Manage Dev Sandboxes (Developer or Developer Pro only) or Manage Sandboxes (all sandbox types) |
Connect an existing Quip production site to a Salesforce sandbox.
- Go the Quip Admin Console and log in with your Quip admin credentials.
- Under Settings, click Integrations.
- Create an API key and enable the User Read, User Manage, User Write, Admin Read, Admin Write, and Admin Manage scopes.
- View your new API key and copy the Client ID and Client Secret.
- In Salesforce, log in to your Salesforce sandbox.
- In Setup, from the Quick Find box, enter Quip, then select Quip (Salesforce Anywhere).
- Click Get Started, and set up Quip with an existing site. Use your copied Quip Client ID and Client Secret.