Learn about technology requirements, setup, and permissions to get your users up and
running with Quip in Salesforce.
Required Editions
| Available in: Enterprise, Performance, Professional,
Developer, and Unlimited Editions
|
| Available in: Lightning Experience |
- Create a Salesforce API Key
To connect your Quip site to Salesforce, you need an API key.
- Connect Quip and Salesforce
Connect your Quip site to Salesforce. When you set up your site, we create permission sets, an Auth. provider, and external data source for you.
- Complete the Quip Connection
To use Quip features in Salesforce, users must complete the Salesforce and Quip connection.
- Remind Quip Users to Connect to Salesforce
Identify the users who haven’t connected Salesforce and Quip, and then send them an email reminder to complete the connection. After they complete the connection, your users can access all Quip features in Salesforce, and your Quip engagement metrics become more accurate.
- Keep Users Working in Lightning Experience
Remove the Open in Quip button from Lightning Experience so that your users always collaborate within the context of your Salesforce records.
- Quip in a Sandbox
Set up and test your Quip features with a sandbox Salesforce org.
- Quip in a VPC
Let your users collaborate and stay productive while keeping your Salesforce data secure. Control what Salesforce data your users can access and where.
