---
schema_version: "1"
id: 982a21cc194e485f7323b0c3a7510cd6dd79f6e5e1dc73eac307279269555886
title: Set Up Quip in Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6042427feb22b467fa9bcdf23e81c1d3f0bad20155a83b552e35cfb57fa4746e
description: Learn about technology requirements, setup, and permissions to get your users up and running with Quip in Salesforce.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Set Up Quip in Salesforce

Learn about technology requirements, setup, and permissions to get your users up and running with Quip in Salesforce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Professional</strong>, <strong>Developer</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Lightning Experience</strong></td></tr></tbody></table>

1. **[Create a Salesforce API Key](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_api_key.htm&release=264.0.0&type=5)**  
    To connect your Quip site to Salesforce, you need an API key.
2. **[Connect Quip and Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_turn_on.htm&release=264.0.0&type=5)**  
    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.
3. **[Complete the Quip Connection](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_complete_setup.htm&release=264.0.0&type=5)**  
    To use Quip features in Salesforce, users must complete the Salesforce and Quip connection.
4. **[Remind Quip Users to Connect to Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_remind_users_to_connect.htm&release=264.0.0&type=5)**  
    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.
5. **[Keep Users Working in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_work_in_lex.htm&release=264.0.0&type=5)**  
    Remove the Open in Quip button from Lightning Experience so that your users always collaborate within the context of your Salesforce records.
6. **[Quip in a Sandbox](https://help.salesforce.com/s/articleView?id=xcloud.quip_sandbox.htm&release=264.0.0&type=5)**  
    Set up and test your Quip features with a sandbox Salesforce org.
7. **[Quip in a VPC](https://help.salesforce.com/s/articleView?id=xcloud.quip_vpc.htm&release=264.0.0&type=5)**  
    Let your users collaborate and stay productive while keeping your Salesforce data secure. Control what Salesforce data your users can access and where.