To let users access only the same Salesforce data in Quip as in Salesforce, enable Mirrored Salesforce Permissions.
Required Editions
| Available in: Lightning Experience |
Only a Quip admin can set up Mirrored Salesforce Permissions. Before you enable Mirrored Salesforce Permissions in Quip, keep these considerations in mind.
- Go to https://admin.quip.com.
- Log in using your Quip admin email and password.
- From Settings, select Salesforce.
-
Enable Mirror Salesforce Permissions.
- Click Turn On.
After Mirrored Salesforce Permissions are on, live apps filter automatically based on the user’s Salesforce permissions. Live Salesforce reports in Quip must be manually refreshed to get the latest data and verify access. Tell Me More