Use allowlists to manage what Salesforce data your users can access from Quip. Add
preapproved orgs to your allowlist or disallow orgs that you don’t want your users to pull data
from. Allowlists ensure that company-critical data stays secure and users access only the
Salesforce data in Quip that you approve.
Required Editions
| Available in: Lightning Experience |
See which Salesforce orgs your users connected to Quip and which are admin-connected. To
prevent users from embedding sensitive Salesforce data in Quip documents using live apps and
Salesforce integrations, disallow the org from the Quip Admin Console. After you turn on
allowlisting, users can connect to and pull data only from the orgs on that allowlist.
To redirect users to a specific Salesforce login page when they log in to their Quip site, mark
the Salesforce org as the default.
- Create a Salesforce Org Allowlist for Your Quip Site
To manage access to Salesforce data in Quip, add Salesforce orgs to an allowlist or disallow orgs that you don’t want your users to access.
- Mark a Salesforce Org as the Default
To redirect users to a specific Salesforce login page when they log in to their Quip site, mark the Salesforce org as the default. Then the Salesforce Single Sign On (SSO) users can automatically connect the default Salesforce org to Quip.
- Multi-Org Allowlist Considerations
When setting up your Salesforce org allowlist in the Quip Admin Console, keep these allowlist action considerations in mind. Also, some actions have more considerations that are described in their reference topics.
