---
schema_version: "1"
id: ffd7f5a20cbfdc8c710e3577bcf63bf9b4c9e7c5d4b1b05b1a812fed9a3bd330
title: Test and Roll Out Your Quip Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_roll_out_site.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_roll_out_site.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dac55662c19fc11b491e9ce6f1a2e5af50c3e188620e5c9099d4e0d0ac604d4c
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# 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.

![Graphic of a sandbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_overview_banner.png)

## Set Up Your Test Site

![Graphic of Step 1 out of 3](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_set_up_banner.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:7.6923076923076925%">
          <col style="width:92.3076923076923%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_prepare_icon.png" alt="Icon of a checklist"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Prepare your Quip site.</p>
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_decide_main_managed_site.htm&amp;release=264.0.0&amp;type=5" title="To test out your new Quip features with a sandbox org before you roll them out to your users, you have two options: use the same main Quip site with your sandbox and production Salesforce orgs or use a Quip managed site.">Decide
                    Between a Quip Managed Site and Your Main Quip Site</a>
                  <p>To reduce the
                    number of steps and repetitive tasks, we recommend using the same Quip site
                    for your sandbox and production orgs.</p>
                </li>
                <li><a href="https://help.salesforce.com/articleView?id=000355500&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Create a Quip Managed Site</a></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_set_up_icon.png" alt="Icon of a setup gear"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Set up your Quip site in a sandbox.</p>
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_sandbox_org.htm&amp;release=264.0.0&amp;type=5" title="Use Quip Advanced and Quip (previously Quip for Customer 360) features in a Salesforce sandbox.">Use Quip
                    in a Salesforce Sandbox</a>
                  <p>The steps are the same for both your main
                    Quip site and a Quip managed site. </p>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_assign_permissions.htm&amp;release=264.0.0&amp;type=5" title="To give your users access to Quip features in Lightning Experience, assign them the Quip permission set.">Assign the Quip Permission Set</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_connect_sandbox_to_quip.htm&amp;release=264.0.0&amp;type=5" title="To pull in live Salesforce data from your Sandbox org into Quip, connect your Sandbox org to Quip.">Connect Your Salesforce Sandbox Org to Quip</a>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_test_icon.png" alt="Icon of a setup gear in progress"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Manage your Quip sharing settings.</p>
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_multi-org_allowlist_setup.htm&amp;release=264.0.0&amp;type=5" title="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.">Create a Salesforce Org Allowlist for Your Quip
                    Site</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_synced_permissions.htm&amp;release=264.0.0&amp;type=5" title="Manage user access at the org level via Synced Sharing for your documents associated with Salesforce records. Grant users with access to a record view, comment, or edit access to its linked documents, or align document access with Salesforce record permissions.">Set Up Synced Sharing</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_mirrored_perms_considerations.htm&amp;release=264.0.0&amp;type=5" title="When enabling Mirrored Salesforce Permissions in Quip, keep these considerations in mind.">Considerations Before You Enable Mirrored Salesforce Permissions</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_mirrored_perms_setup.htm&amp;release=264.0.0&amp;type=5" title="To let users access only the same Salesforce data in Quip as in Salesforce, enable Mirrored Salesforce Permissions.">Enable Mirrored Salesforce Permissions</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_users_to_site.htm&amp;release=264.0.0&amp;type=5" title="To give your users access to your Quip site, add them manually, upload a CSV, or automatically grant access to all users from a Salesforce org.">Add
                    Users to Your Quip Site</a>
                </li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

![Graphic of Step 2 out of 3](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_test_in_sandbox_banner.png)

## Test Your Templates in Sandbox

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:7.6923076923076925%">
          <col style="width:92.3076923076923%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_prepare_icon.png" alt="Icon of a checklist"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Build your template in Quip.</p>
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_templates_requirements_gathering.htm&amp;release=264.0.0&amp;type=5" title="Turn your best practices into standard processes and apply them at scale with templates. Here are some things to keep in mind as you decide what templates your users must be successful.">Template Requirements
                    Gathering</a></li>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_configure_template.htm&amp;release=264.0.0&amp;type=5" title="After you finish gathering your template requirements, build a template in Quip and add the Salesforce data that your company needs.">Configure Your
                    Template</a></li>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_mark_as_template.htm&amp;release=264.0.0&amp;type=5" title="To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.">Mark a Document as a Template</a></li>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_edit_template.htm&amp;release=264.0.0&amp;type=5" title="Safely update templates from the Template Library.">Edit a Template</a></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_set_up_icon.png" alt="Icon of a setup gear"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Embed your templates in your sandbox record layouts.</p>
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&amp;release=264.0.0&amp;type=5" title="If you want to use different documents or templates for your Salesforce records, create a custom field. Quip stores the URL of the embedded document or template in the custom field of the Salesforce object. If each record uses the same document, you don’t need to create the fields.">Create Custom Fields for the Document and Template
                    URL</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_embed_doc_component.htm&amp;release=264.0.0&amp;type=5" title="You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.">Add the Quip Document Component to a Lightning Page</a>
                  <p>To
                    embed the same template across one object, we recommend that you select
                    <strong class="uicontrol">One template for each record</strong>. Make sure that your
                    document is marked as a template, link sharing is set to view only, and live
                    Salesforce data is templated.
                  </p>
                </li>

                <li>Optional. <a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_automation.htm&amp;release=264.0.0&amp;type=5" title="Use Quip features in your automated Salesforce business processes.">Automation with Quip in Salesforce</a></li>

                <li>Optional. <a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_flow_use_case_overview.htm&amp;release=264.0.0&amp;type=5" title="Learn about ways to streamline and customize business processes with Quip actions in Flow Builder.">Quip Automation Use Cases</a>
                  <p>To get the most out of your
                    templates, use actions in Process Builder and Flow Builder.</p>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_launch_icon.png" alt="Icon of a play button"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Get feedback and iterate.</p>
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_template_feedback.htm&amp;release=264.0.0&amp;type=5" title="As you create templates for your users, get feedback and iterate to make sure that they’re working as intended.">Get Feedback
                    and Iterate on Your Templates</a>
                </li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

![Graphic of Step 3 out of 3](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_roll_out_banner.png)

## Roll Out Quip to Your Production Org

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:7.6923076923076925%">
          <col style="width:92.3076923076923%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_set_up_icon.png" alt="Icon of a setup gear"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Set up your Quip site in a production Salesforce org.</p>
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_turn_on.htm&amp;release=264.0.0&amp;type=5" title="Connect your Quip site to Salesforce. When you set up your site, we create permission sets, an Auth. provider, and external data source for you.">Set Up Quip in Salesforce</a></li>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_assign_permissions.htm&amp;release=264.0.0&amp;type=5" title="To give your users access to Quip features in Lightning Experience, assign them the Quip permission set.">Assign the Quip Permission Set</a></li>
                <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_complete_setup.htm&amp;release=264.0.0&amp;type=5" title="To use Quip features in Salesforce, users must complete the Salesforce and Quip connection.">Complete the Quip Connection in
                    Salesforce</a></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_prepare_icon.png" alt="Icon of a checklist"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Manage your Quip sharing settings.</p>
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_multi-org_allowlist_setup.htm&amp;release=264.0.0&amp;type=5" title="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.">Create a Salesforce Org Allowlist for Your Quip
                    Site</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_synced_permissions.htm&amp;release=264.0.0&amp;type=5" title="Manage user access at the org level via Synced Sharing for your documents associated with Salesforce records. Grant users with access to a record view, comment, or edit access to its linked documents, or align document access with Salesforce record permissions.">Set Up Synced Sharing</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_mirrored_perms_considerations.htm&amp;release=264.0.0&amp;type=5" title="When enabling Mirrored Salesforce Permissions in Quip, keep these considerations in mind.">Considerations Before You Enable Mirrored Salesforce Permissions</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_mirrored_perms_setup.htm&amp;release=264.0.0&amp;type=5" title="To let users access only the same Salesforce data in Quip as in Salesforce, enable Mirrored Salesforce Permissions.">Enable Mirrored Salesforce Permissions</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_users_to_site.htm&amp;release=264.0.0&amp;type=5" title="To give your users access to your Quip site, add them manually, upload a CSV, or automatically grant access to all users from a Salesforce org.">Add
                    Users to Your Quip Site</a>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_test_icon.png" alt="Icon of a setup gear in progress"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Migrate your test content.</p>
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_migrate_templates_to_production.htm&amp;release=264.0.0&amp;type=5" title="After you finish testing your templates in sandbox and get feedback from your pilot users, update your templates to work in your Salesforce production org.">Migrate Your Sandbox Templates to Production</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&amp;release=264.0.0&amp;type=5" title="If you want to use different documents or templates for your Salesforce records, create a custom field. Quip stores the URL of the embedded document or template in the custom field of the Salesforce object. If each record uses the same document, you don’t need to create the fields.">Create Custom Fields for the Document and Template
                    URL</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_embed_doc_component.htm&amp;release=264.0.0&amp;type=5" title="You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.">Add the Quip Document Component to a Lightning
                    Page</a>
                  <p>When you copied your templates to a Production Templates folder,
                    the template URL changed. Make sure you embed the new template URL.</p>
                </li>

                <li>Optional. <a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_automation.htm&amp;release=264.0.0&amp;type=5" title="Use Quip features in your automated Salesforce business processes.">Automation with Quip in Salesforce</a>
                  <p>Recreate your sandbox automation
                    in your production org.</p>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:40px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_launch_icon.png" alt="Icon of a play button"></span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Test your template workflow from start to finish, and then roll it out to your
                users.</p>
              <p style="margin-bottom:0;">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.</p>
            </td>

          </tr>
        </tbody>
      </table>

![Graphic of all 3 steps completed](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/test_roll_out_complete_banner.png)