Salesforce Docs Portal

Filter CRM Analytics Dashboards Based on a Salesforce Record

Use Template Mode to add live CRM Analytics dashboards to your templates that auto-filter based on the Salesforce record they’re embedded in.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To configure the CRM Analytics live app: Customize Application

To configure the CRM Analytics live app in Quip, you need a CRM Analytics Growth or CRM Analytics Plus license.

  1. In a document, enter @CRM Analytics. Click Insert.
  2. Select the dashboard you want to dynamically filter based on a record, and click Choose Dashboard.
  3. To set up Template Mode, click the CRM Analytics dropdown and select Template Mode.
    Configure Template Filters modal
  4. To dynamically update your CRM Analytics dashboard global filters based on a Salesforce record, click the edit pencil and enter the filter values using mail merge syntax.
    Tip
    Tip Mail merge syntax is case-sensitive. To auto-filter the Category filter using mail merge syntax, enter [[Account.Id]] and not [[Account.ID]].
  5. Click Apply and Done.
  6. After you finish configuring your template, add it to the Quip Document component.

After a user creates a document from a template in Salesforce, the CRM Analytics live app auto-filters based on that record.