Manage access to Salesforce data in Quip with Mirrored Salesforce Permissions, set org access to documents shared in Salesforce with Synced Sharing, and more.
Required Editions
| Available in: Lightning Experience |
Available to customers with Quip Advanced and Quip (previously Quip for Customer 360).
- Multi-Org Allowlisting in Quip
Use allowlists to manage what Salesforce data your users can access from Quip. Add preapproved orgs to your allowlist or disallow orgs that you don’t want your users to pull data from. Allowlists ensure that company-critical data stays secure and users access only the Salesforce data in Quip that you approve. - Let Sandbox Users Log In to Quip with SSO
Add your sandbox orgs to the Quip Admin Console so that your sandbox users can automatically use Salesforce Single Sign-On to log in to Quip. - Mirrored Salesforce Permissions
Manage access to Salesforce data in Quip with Mirrored Salesforce Permissions. After it’s enabled, users can access only the same Salesforce data in Quip as in Salesforce. - Synced Sharing
Streamline user access to embedded documents with synced Salesforce record sharing permissions. Set access at the org level for all documents linked to a Salesforce record rather than manually granting access to individual documents. - Enable Live Salesforce Reports in Quip
To add live Salesforce reports in a document, enable Salesforce reports. Reports are enabled by default.