---
schema_version: "1"
id: bb9c54da5e66d7bc3f2e9137ae5ed12148ddbf88dd26875e77c3d3e5f5020596
title: Salesforce Records in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_record_live_app_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_record_live_app_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 005239efbe4b3a75f124d31fed66ebb1eadc8d42c7dd8b6886dc36347c4d3a11
description: See your Salesforce records and customize your record views in Quip. You can do bulk updates and sync your changes to Salesforce. You can even add notes and next steps that you can share with your team.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Salesforce Records in Quip

See your Salesforce records and customize your record views in Quip. You can do bulk updates and sync your changes to Salesforce. You can even add notes and next steps that you can share with your team.

Quip brings your free-form content together with your Salesforce data. With the Salesforce Record live app, your data is always up to date and syncs seamlessly to Salesforce. To make sure you and your team have the data you must collaborate, import your records into Quip.

- **[Add a Salesforce Template Record in Quip](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_record.htm&release=264.0.0&type=5)**  
    As you set up your templates, use Template Records. When a user creates a document from your embedded template, the Salesforce template records automatically populate with the record’s data and continue to stay up to date. Control the fields that your users see to keep information relevant and boost Account Plan adoption.