Bring your freeform content and your Salesforce data together with Salesforce live apps
in documents. Collaborate on list views, records, dashboards, and maps, and sync your changes to
Salesforce.
Required Editions
| Available in: Lightning Experience |
- Salesforce List Views in Quip
See your Salesforce list views and related lists in Quip. You can do bulk updates, sync your changes to Salesforce, and add list view filters. You can even add notes and next steps that you can share with your team.
- Salesforce Records in Quip
See your Salesforce records and customize your record views in Quip. You can do bulk updates and sync your changes to Salesforce. You can even add notes and next steps that you can share with your team.
- CRM Analytics Dashboards in Quip
Add live CRM Analytics dashboards to your documents and templates. You can update dashboard filters, interact with the components, and collaborate with your team on live Salesforce data.
- Relationship Map Live App
Add lightweight org charts and relationship maps to your documents. Build relationship maps in your Account Plans with imported Salesforce record data. Create custom and Salesforce cards to manage customer relationships, key stakeholders, and relationship health from an Account Plan.
