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Report on Quip Engagement with CRM Analytics

Get metrics on how your users engage with templates and documents embedded in Salesforce and connect them to other data sources in CRM Analytics.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To use Quip Metrics in CRM Analytics: CRM Analytics Growth or CRM Analytics Plus license

Quip engagement metrics apply to templates and documents added to Quip Lightning components. Quip engagement metrics are turned on by default in all orgs with Quip enabled, except for Salesforce sandboxes. It takes 24 hours for metrics data to refresh.

  1. Create the Quip Metrics permission set.
    1. In Setup, from the Quick Find box, enter Permission Sets.
    2. Click New. Enter a permission set name and set the license to Analytics Cloud Integration User.
    3. Save the action.
    4. Under System, click System Permissions and then Edit.
    5. Enable Quip Metrics and Quip User Engagement Metrics.
      Users assigned the Quip Metrics permission set can see all linked document titles, regardless of their individual access to them. Users assigned the Quip User Engagement Metrics permission set can see all linked document titles, regardless of their individual access to them. They can also see which users are interacting with documents associated with Salesforce records.
    6. Save the action.
  2. Assign the Quip metrics permission set to the Analytics Integration User.
    1. From your new permission set, click Manage Assignments, then Add Assignments.
    2. Select Integration User and click Assign.
  3. Create a dataflow in CRM Analytics and add Quip metrics.
    1. From the App Launcher, find and select Analytics Studio
    2. Click Create, and then Dataset.
    3. Select Salesforce Data.
      Salesforce Data option highlighted
    4. Enter a dataset name.
      New Dataset window with Add to new workflow selected
    5. Click Add to new dataflow and enter a dataflow name. Click Next.
    6. To add Quip usage and user engagement metrics to your dataset, enter Collaboration.
  4. Select the Quip engagement object you want to report on.
    Tip
    Tip Quip objects begin with Collaboration. See Quip Engagement Objects.
    Collaboration metrics are listed
    1. Enter or select a Collaboration object and click Next.
  5. Select the app you want to store your dataflow in and click Create Dataset.
    Select an app for your dataset picklist options shown
  6. Select sfdcDigest_<collab metrics>. To report on the Collaboration object’s fields, like Document Title or Last Modified by ID, click Select Fields.
    Select fields and sfdcDigest_collabmetrics highlighted
    Important
    Important Do not select the MayEdit field when reporting on Collaboration objects. Extracting data from this field can cause the dataflow to fail.
  7. Save and propagate your field changes.
  8. Run the dataflow. You can see when the dataflow has run from the Monitor section of the Data Manager. To get more information about your Quip metrics dataset, go to the Data section of the Data Manager.