To use Quip features in Salesforce, users must complete the Salesforce and Quip connection.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Professional, Developer, and Unlimited Editions |
There are three ways users can complete the connection:
- The Quip banner in Lightning Experience (Recommended for all)
- For Quip Advanced and Quip for Customer 360 users.
- Tell your users to click Take the Last Step.
- The Connected Salesforce Orgs settings page in Quip (Quip users)
- For Quip Advanced and Quip for Customer 360 users.
- For users that work primarily in Quip, connecting this way lets them pull Salesforce data into Quip, without giving access to Lightning components in Salesforce.
- From your profile, click Salesforce, then click Connect and log in to Salesforce.
- Quip Lightning components
- For Quip Advanced and Quip for Customer 360 users.
- From a Quip Lightning component, click Get Started.
After your users complete the connection, they can use Quip Lightning components, Salesforce live apps in Quip, and more.