Learn how to get the most out of Quip features in Salesforce.
Required Editions
| Available in: Enterprise, Performance, Professional,
Developer, and Unlimited Editions
|
| Available in: Lightning Experience |
- Considerations for Salesforce Classic
As you use Quip features in Salesforce Classic, keep in mind these considerations.
- Install the Quip Setup Starter Managed Package
Get a taste of Salesforce integration features with the Quip Setup Starter managed package. After you connect your Quip site to Salesforce, install the managed package to set up Quip Lightning components, add templates to Salesforce records, and set up automation.
- Automation with Quip in Salesforce
Use Quip features in your automated Salesforce business processes.
- Quip Lightning Components
Use Quip Lightning components, like the Quip Associated Documents component, to get the best out of Quip features in Lightning Experience.
- Quip Global Quick Actions
Add Quip global quick actions to almost any page that supports actions. Use global actions to let your users create documents without leaving the page that they’re on.
- Templates
Use document templates to streamline your business practices within the context of your Salesforce data, without compromising on customization.
- Live Data in Quip
See which live data applications work in Quip. Learn more about live apps, like the Salesforce Record live app or the Calendar live app, as well as other live data, like Salesforce reports or Salesforce data mentions.
- Document Linking in Quip
Link important documents to your Salesforce records. Make it easier to find your documents in Salesforce by linking them to related Salesforce records.
- Salesforce Activities in Quip
Log calls, set up tasks, and schedule events from a Quip document. Get credit for your activity in the same place that you take notes, track your progress, and collaborate on your Account Plans.
