Set up your organization to use CRM Analytics dashboards in Quip. After you set it up, users can see and update filters directly in their documents and slides.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To configure the CRM Analytics live app: | Customize Application |
To access the CRM Analytics live app in Quip, users need a CRM Analytics Growth or CRM Analytics Plus license.
- In Salesforce, go to the Setup page.
- In the Quick Find box, enter CORS and click New.
-
For the Origin URL Pattern, enter https://*.quipelements.com
- In the Quick Find box, enter Analytics.
-
Under Analytics, click Allowlist, and then
New.
- Enter a site name. To make it easier to identify later, we recommend naming it TableauCRMQuip.
- For the site URL, enter https://element-e-w-j-aj-a-hh-o-xa.quipelements.com.
- Click Save and New.
- Enter your Quip site name.
- Enter your Quip site URL using the format https://yourquipsite.quip.com. Save the action.
-
In Setup, add these URLs as Trusted URLs with all Content Security Policy (CSP) directives
selected. For details, see Manage Trusted URLs.
- https://*.salesforce-experience.com
- https://yourquipsite.quip.com
- https://*.salesforce.com
-
https://*.force.com
If https://*force.com is already a CSP trusted site, don’t readd it.
- https://*.site.com
- https://*.salesforce-sites.com
Your users can now add CRM Analytics dashboards to their documents with a simple @CRM Analytics.
Example
