See your Salesforce list views and related lists in Quip. You can do bulk updates, sync your changes to Salesforce, and add list view filters. You can even add notes and next steps that you can share with your team.
Required Editions
| Available in: Lightning Experience |
Quip brings your free-form content together with your Salesforce data. With the Salesforce List live app, your data is always up to date and syncs seamlessly to Salesforce. You can update your Opportunity and Case lists in the same place that you work. To add context and save time switching between Quip and Salesforce, import your list views into Quip. List views in Quip make it easier to see the bigger picture, split work as a team, and stay on top of your to-do’s.
- List Views in Quip: Supported Objects and Lists
To add live list views to your documents, check which objects, values, and fields are supported for your Salesforce org. - Considerations for List Views in Quip
As you add the Salesforce List live app to your documents, keep in mind these considerations. - Add a Salesforce List View in Quip
Bulk update your Salesforce list views, add next steps, and keep your team in the know. The Salesforce List live app uses live Salesforce data so that your list views are always current. - Add a Salesforce Related List in Quip
Add record-specific related lists to a document with the updated Salesforce List live app. Stay on top of deals and cases with in-line editing, comments, and bi-directional syncing to Salesforce. - Add a Salesforce Template Related List
As you set up your templates, use Template Related Lists. When a user creates a document from your embedded template, the Salesforce template related lists automatically populate with the record’s data and continue to stay up to date. Configure the Salesforce List live app in Quip to auto-populate with a list of Opportunities related to an Account. - Filter a List View in Quip
To see only the data that’s relevant to you, add filters to your list views in Quip.