Test and Roll Out Your Quip Site

Use these tips to plan your Quip rollout from start to finish. Build templates, test Salesforce and Quip permissions, and get feedback from your pilot users, all from the safety of your sandbox org. Then, when you’re ready to share with your users, migrate your changes to production.

Set Up Your Test Site

Prepare your Quip site.

Decide Between a Quip Managed Site and Your Main Quip Site
To reduce the number of steps and repetitive tasks, we recommend using the same Quip site for your sandbox and production orgs.
Create a Quip Managed Site

Set up your Quip site in a sandbox.

Use Quip in a Salesforce Sandbox
The steps are the same for both your main Quip site and a Quip managed site.
Assign the Quip Permission Set
Connect Your Salesforce Sandbox Org to Quip

Manage your Quip sharing settings.

Test Your Templates in Sandbox

Build your template in Quip.

Embed your templates in your sandbox record layouts.

Create Custom Fields for the Document and Template URL
Add the Quip Document Component to a Lightning Page
To embed the same template across one object, we recommend that you select One template for each record. Make sure that your document is marked as a template, link sharing is set to view only, and live Salesforce data is templated.
Optional. Automation with Quip in Salesforce
Optional. Quip Automation Use Cases
To get the most out of your templates, use actions in Process Builder and Flow Builder.

Get feedback and iterate.

Get Feedback and Iterate on Your Templates

Roll Out Quip to Your Production Org

	Set up your Quip site in a production Salesforce org. Set Up Quip in Salesforce Assign the Quip Permission Set Complete the Quip Connection in Salesforce
	Manage your Quip sharing settings. Create a Salesforce Org Allowlist for Your Quip Site Set Up Synced Sharing Considerations Before You Enable Mirrored Salesforce Permissions Enable Mirrored Salesforce Permissions Add Users to Your Quip Site
	Migrate your test content. Migrate Your Sandbox Templates to Production Create Custom Fields for the Document and Template URL Add the Quip Document Component to a Lightning Page When you copied your templates to a Production Templates folder, the template URL changed. Make sure you embed the new template URL. Optional. Automation with Quip in Salesforce Recreate your sandbox automation in your production org.
	Test your template workflow from start to finish, and then roll it out to your users. Create a document from your embedded template, either manually or through automation, and check that your Salesforce data autofilled correctly. If everything looks good, it’s time to roll out Quip to your users.