Considerations Before You Enable Mirrored Salesforce Permissions

Live Apps

After you enable Mirrored Salesforce Permissions, Salesforce live apps that are added to documents behave in the following way.

Salesforce Record live app:

• Users who are logged in to Salesforce but don’t have Salesforce access to the record can’t see any of its data.
• Users who are logged in to Salesforce and have access to the record but not certain fields can see only the fields that they have access to in Salesforce.
• All users with access to the document can see comments attached to fields, regardless of their level of access to the record.
• Users who aren’t logged in to Salesforce can’t see any record data.
• The Salesforce Record live app refreshes automatically when the page loads or refreshes. Every time the live app refreshes, it checks the viewing user’s access to the live app data.
• Only users with edit permissions in Salesforce can sync changes made in Quip to Salesforce.

Salesforce List live app:

• Users that are logged in to Salesforce but don’t have Salesforce access to the list view can’t see any of its data.
• Users that are logged in to Salesforce but don’t have access to certain records in the list can’t see those records.
• Users that are logged in to Salesforce but don’t have access to certain fields in the list can’t see those fields.
• All users with access to the document can see comments attached to fields, regardless of their level of access to the field or list.
• Users that aren’t logged in to Salesforce can’t see any list view records or data.
• The Salesforce List live app refreshes automatically on page load or refresh. Every time that the live app refreshes, it checks the viewing user’s access to the live app data.
• Only users with edit permissions in Salesforce can sync changes made in Quip to Salesforce.

Relationship Map live app:

• Users who are logged in to Salesforce but don’t have Salesforce access to any cards can’t see any of its data.
• Users who are logged in to Salesforce but don’t have access to certain cards in the relationship map can’t see those cards.
• Users who are logged in to Salesforce but don’t have access to certain fields in the card can’t see those fields.
• All users with access to the document can see comments attached to fields, regardless of their level of access to the field or record.
• Users who aren’t logged in to Salesforce can’t see any Salesforce cards or data.
• The Relationship Map live app refreshes automatically when the page loads or refreshes. Every time that the live app refreshes, it checks the viewing user’s access to the live app data.
• Only users with edit permissions in Salesforce can sync changes made in Quip to Salesforce.

Salesforce Reports

After you enable Mirrored Salesforce Permissions, Salesforce reports added to documents behave in the following way.

• To see the latest data, reports must be manually refreshed. The report data shown upon refresh is based on the refreshing user’s access. Users with access to the document see the report data from the last refresh.
• If a user refreshes the report but doesn’t have access in Salesforce, they can’t see any of its data. The report data is removed until the report is refreshed by a user with access.
• If a user refreshes the report but doesn’t have access to certain report cells, they can’t see those cells. The cell data is removed until the report is refreshed by a user with access.
• If a user refreshes the report but isn’t logged in to Salesforce, they can’t see any report data. The report data is removed until the report is refreshed by a user with access.

Salesforce Data Mentions

After you enable Mirrored Salesforce Permissions, Salesforce data mentions behave in the following way.

• Users who are logged in to Salesforce but don’t have Salesforce access to the record can’t see any of its data.
• Users who are logged in to Salesforce but don’t have access to certain fields of a record can’t see those fields.
• Users who aren’t logged in to Salesforce can’t see any data mentions or data.
• Salesforce data mentions refresh automatically when the page loads or refreshes. Every time that the data mention refreshes, it checks the viewing user’s access to the record and data.
• Only users with edit permissions in Salesforce can sync changes to Salesforce.

Document-Record Linking

After you enable Mirrored Salesforce Permissions, users can see only the document’s linked Salesforce records that they have access to.