Salesforce Docs Portal

Configure Your Template

After you finish gathering your template requirements, build a template in Quip and add the Salesforce data that your company needs.

Required Editions

Available in: Lightning Experience
  1. Create a document in Quip.
  2. Use headers to create an outline of required template sections. Refer to what data you identified needs to be in your template.
  3. Identify sections that require Salesforce data.
  4. Add context to relevant sections for your users.
    Note
    Note Keep it simple. Too much formatting can be intimidating for your users and can lead to time lost on formatting rather than content. Try using a checklist or bulleted list.
  5. Mark the document as a template. Tell Me How
  6. Add templated Salesforce data:
    1. Add dynamic Salesforce records.
    2. Add dynamic Salesforce related lists.
    3. Add dynamic Salesforce reports.
    4. Add a Salesforce Template Data Mention.
    5. Add mail merge syntax.
  7. To let your users create a document from the template, turn on link sharing. From the template, click Share, and then include a shareable link. Click Link Settings and set access to View only.
  8. By default, the template is added to your Created by Me private template gallery. You can also share it with specific users or move it to a folder to organize your templates thematically.
    1. From the template, click Share.
    2. Enter the name of a folder or person and set the level of access.
      Tip
      Tip To keep your sandbox templates organized while you test them, we recommend creating a Sandbox Templates folder.
  9. Click Done.