Familiarize yourself with features and their availability, and learn how to set up and
manage Quip in Salesforce.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Professional,
Developer, and Unlimited Editions
|
- Quip Glossary for Salesforce
Search for terms and brush up on your Quip knowledge.
- Considerations for Quip in Salesforce
Review some important information about products, features, and availability to get the most out of Quip in Salesforce.
- Set Up Quip in Salesforce
Learn about technology requirements, setup, and permissions to get your users up and running with Quip in Salesforce.
- Manage Quip Permissions
Give your team access to Quip with permission sets in Salesforce. Add your users to your Quip site, manage your users’ access to Salesforce data in Quip, and more.
- Report on Quip Engagement
Run reports in Lightning Experience that show how and which users engage with documents and templates associated with Salesforce records. Go further with templates and see what’s working for your team, and what needs your attention.
- Test Your Quip and Salesforce Configuration with Health Check
Use the Quip Health Check to run automated tests on your Quip site and Salesforce org connection. When Health Check identifies a problem, get on-the-spot results and solution recommendations.
- Solution Kits for Quip
Get the most out of Salesforce with your Quip integrations by implementing one or more solution kits. Get feature recommendations, workflow details, and instructions to help you implement the solution from start to finish.
