Set up and test your Quip features with a sandbox Salesforce org.
Required Editions
| Available in: Lightning Experience |
- Decide Between a Quip Managed Site and Your Main Quip Site
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. - Use Quip in a Salesforce Sandbox
Use Quip Advanced and Quip (previously Quip for Customer 360) features in a Salesforce sandbox. - Connect Your Salesforce Sandbox Org to Quip
To pull in live Salesforce data from your Sandbox org into Quip, connect your Sandbox org to Quip. - Migrate Your Sandbox Templates to Production
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.