As you add live CRM Analytics dashboards to your documents, be aware of these considerations.
CRM Analytics Limits
The CRM Analytics live app in Quip has the same limitations as CRM Analytics, like limits to internationalization, scheduled updates, and SAQL query limitations. Tell Me More.
CRM Analytics Licenses
Only users with CRM Analytics Growth or CRM Analytics Plus licenses can insert and view the CRM Analytics live app in Quip.
Analytics on Quip Mobile and Desktop Apps
CRM Analytics dashboards aren’t supported in the Quip mobile or desktop apps. The only supported access to CRM Analytics is via your browser or Lightning app pages.
Export to PDF
Exporting CRM Analytics dashboards in a document to a PDF is not currently supported.
Sync Changes to Salesforce
Filter configurations made in Quip aren’t saved in Analytics Studio.
Offline Access
To check that a user has a CRM Analytics license, users can access the CRM Analytics live app only when connected to the internet.
Quick Actions
Quick actions added to Salesforce objects like Log a Call or New Task aren’t available from the CRM Analytics live app.
Template Mode Filters
When you set up Template Mode for the CRM Analytics live app, only global filters added in Analytics Studio are supported. You can’t use filters added from the Lightning App Builder in Template Mode.
You can configure Template Mode filters only before you clone a document from a template. Edits to Template Mode filters after the document is cloned aren’t reflected in the document dashboards.
Salesforce Connection
Your Quip site’s connected Salesforce org and your embedded document’s Salesforce org must be the same for Template Mode to work.