---
schema_version: "1"
id: 2717c5fe7c1f0a94ced8f5edf71944b8c3332a03bb212c65c1b0ef97d275988f
title: Connect Quip and Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_turn_on.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_turn_on.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a6747f58f71a92cb0ada7bb827163cad7ccaefc012ec1b9e079d8f154c437c49
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# 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.

### 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>

- Only a Quip admin and Salesforce admin can connect an existing Quip site to Salesforce.
- To complete the setup, first create a [Client ID and Client Secret](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.") in the Quip Admin Console.

1. In Salesforce Setup, from the Quick Find box, enter Quip, then select **Quip (Salesforce Anywhere)**.
2. Click **Get Started**.
    
    ![Set Up Quip page in Salesforce with Get Started button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/anywhere_setup_get_started.png)
3. To connect your site, enter your Quip site subdomain and click **Use your Quip Client ID and Client Secret**. [Tell Me How](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.")
    
    ![Get started with Quip window in Salesforce](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/anywhere_setup_connect_quip.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)
    
    Note If you’re not a Quip site admin, ask the site’s admin for the [Client ID and Client Secret](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.").
4. Assign the Quip permission set to give your team access to Quip features in Salesforce. You can manually assign the permission set or assign it to everyone. [Learn About Quip Permissions](https://help.salesforce.com/s/articleView?id=xcloud.quip_permission_sets.htm&release=264.0.0&type=5 "Quip Advanced and Quip for Customer 360 enable permissions from two different permission sets.")
    
    ![Manage Permissions or Assign to Everyone option](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/anywhere_manage_perms_setup.png)
5. **Optional:** To see documents and spreadsheets in Global Search, validate and sync the external data source. Click **Go To External Data Source** and click **Validate and Sync** on the External Data Source page. If the Quip external data source is pending, click **Edit**, then **Validate and Sync.
    
    ![Edit, Validate and Sync, and Pending highlighted for the Quip external data source](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_validate_xds.png)
    
    **
6. To complete the setup, tell your users to click **Take the Last Step**.
    
    ![Take the Last Step connection banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/anywhere_setup_take_the_last_step.png)

#### See Also

- [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.")
- [Learn About Quip Permissions](https://help.salesforce.com/s/articleView?id=xcloud.quip_permission_sets.htm&release=264.0.0&type=5 "Quip Advanced and Quip for Customer 360 enable permissions from two different permission sets.")
- [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.")
- [Add Users to Your Quip Site](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_users_to_site.htm&release=264.0.0&type=5 "To give your users access to your Quip site, add them manually, upload a CSV, or automatically grant access to all users from a Salesforce org.")