See what tests the Quip Health Check runs and the recommended fixes.
Required Editions
| Available in: Lightning Experience |
| Test Category | Error Message | Recommended Fix |
|---|---|---|
| Permission Set | Looks like this org doesn’t have a Quip permission set. Ask your Salesforce admin to create one and assign it to users. |
Option 1: In Salesforce, from Setup, in the Quick Find box, enter Quip. Click Fix Setup. Quip automatically creates a Quip permission set for you. Option 2: In Salesforce, manually create a Quip permission set and assign the Export Reports, Files Connect Cloud, and Run Report system permissions. |
| External Data Source | Looks like this org doesn’t have a Quip external data source. Ask your Salesforce admin to create one and validate and sync it. |
Option 1: In Salesforce, from Setup, in the Quick Find box, enter Quip. Click Fix Setup. Quip automatically creates a Quip external data source for you. Option 2: In Salesforce, manually create a Quip external data source, and add it to a permission set. |
| Multiple External Data Sources | Looks like this org has more than one Quip external data source. Ask your Salesforce admin to remove the additional ones. | In Salesforce, from Setup, in the Quick Find Box, enter External Data Sources. Make sure that the other Quip external data sources aren’t used by another team, and then delete them. |
| External Data Source Assigned to Permission Set | Looks like the Quip external data source isn't linked to the Quip permission set. Ask your Salesforce admin to link it, or reconnect Quip and Salesforce. | In Salesforce, from Setup, in the Quick Find Box, enter Permission Sets. Select the Quip permission set, click External Data Source Access, and then Edit. Assign the Quip external data source to the permission set and save the action. |
| Auth. Provider | Looks like this org doesn't have a Quip auth. provider. Ask your Salesforce admin to create one. |
Option 1: In Salesforce, from Setup, in the Quick Find box, enter Quip. Click Fix Setup. Quip automatically creates a Quip auth. provider for you. Option 2: In Salesforce, manually create a Quip auth. provider. |
| Salesforce Access Token | Looks like the access token for this org is expired. Reconnect the org to Quip to refresh it. | From your user profile in Quip, click Salesforce. To refresh the org’s access token, click Reconnect. |
| Salesforce Access Token | Looks like you haven't connected the org to Quip. Try connecting it or add the org to your Connected Salesforce Orgs. |
Option 1: From your user profile in Quip, click Salesforce. Click Connect and log in to your Salesforce org. Option 2: From the Quip Admin Console, add a Salesforce Org to your Connected Salesforce Orgs. |
| Salesforce API Key | Looks like there was a problem with your org’s Integration API key. Go to the Quip Admin Console and check the field. | From the Quip Admin Console, click Settings, and then Integrations. View your Salesforce API key and check the API key name, Client ID, and Client Secret. |
| Live Apps in VPC | Looks like one or more live apps aren’t set up for this Quip VPC. Ask the VPC admin to enable them. | Enable live apps in your Quip VPC. |
| Quip Edition | Looks like you have the [Quip Edition Name] Quip edition. To use Salesforce integrations, upgrade to Quip for Customer 360. | Get Quip for Customer 360 or Quip Advanced. |
| OAuth | Looks like there was a problem with your Quip OAuth. | OAuth 2.0 Authorization Errors |
| Salesforce Org Allowlist | Looks like this org isn’t on the Salesforce allowlist. Ask the org admin to add it. | From the Quip Admin Console, click Settings, and then Salesforce. Under Connected Salesforce Orgs, click Add Salesforce Org, and log in to Salesforce. |