---
schema_version: "1"
id: cc0a1114e2cac73a344577867266870ebba58587ee78e3a6635a3b2ad30eee84
title: Considerations for Synced Sharing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_synced_sharing_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7f1a02b76fc430a1658b48f2adc6a49b975a8a0d47ba6c2724de07f8bc4b9475
description: When setting up Synced Sharing for your Salesforce org, keep in mind these considerations.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Considerations for Synced Sharing

When setting up Synced Sharing for your Salesforce org, keep in mind these considerations.

## Org-Wide Setting

Synced Sharing is an org-wide setting that assigns users with access to a Salesforce record a level of access to documents linked to that record.

## Admin Access

The Quip site admin that enables Synced Sharing for a Salesforce org must also be the Salesforce admin for that particular Salesforce org.

## Document Membership

Users that access a document via Synced Sharing become permanent document members when they edit or comment on the document. If their Synced Sharing access changes, they keep their member level of access. To make Synced Sharing document access dynamic, [restrict Synced Sharing access](https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing_restrict_access.htm&release=264.0.0&type=5 "Make document access granted through Synced Sharing dynamic. Users who can access a document with Synced Sharing aren’t permanent document members. When their Synced Sharing access level changes, so does their document access.").

A user has access to a document via Synced Sharing and _edits_ the document. Then, that user loses access to the record that the document is associated with.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24134e78">Synced Sharing Access</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24134e81">Restrict Synced Sharing Access is Enabled</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24134e84">Restrict Synced Sharing Access is Disabled</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Synced Sharing Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e78 ">View Access</td>

            <td data-label="Restrict Synced Sharing Access is Enabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e81 ">N/A</td>

            <td data-label="Restrict Synced Sharing Access is Disabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e84 ">N/A</td>

          </tr>
          <tr class="">
            <td data-label="Synced Sharing Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e78 ">Comment, Edit, and Full Access</td>

            <td data-label="Restrict Synced Sharing Access is Enabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e81 ">
              <p>Loses document access</p>
              <p style="margin-bottom:0;">N/A for Comment Access</p>
            </td>

            <td data-label="Restrict Synced Sharing Access is Disabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e84 ">
              <p>Full Access users can edit and share the document</p>
              <p>Edit Access users can edit the document</p>
              <p style="margin-bottom:0;">N/A for Comment Access</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Synced Sharing Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e78 ">Salesforce Record Access</td>

            <td data-label="Restrict Synced Sharing Access is Enabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e81 ">Loses document access</td>

            <td data-label="Restrict Synced Sharing Access is Disabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e84 ">Can access and edit the document</td>

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

A user has access to a document via Synced Sharing and _comments on_ the document. Then, that user loses access to the record that the document is associated with.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24134e166">Synced Sharing Access</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24134e169">Restrict Synced Sharing Access is Enabled</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24134e172">Restrict Synced Sharing Access is Disabled</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Synced Sharing Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e166 ">View Access</td>

            <td data-label="Restrict Synced Sharing Access is Enabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e169 ">N/A</td>

            <td data-label="Restrict Synced Sharing Access is Disabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e172 ">N/A</td>

          </tr>
          <tr class="">
            <td data-label="Synced Sharing Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e166 ">Comment, Edit, and Full Access</td>

            <td data-label="Restrict Synced Sharing Access is Enabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e169 ">Loses document access</td>

            <td data-label="Restrict Synced Sharing Access is Disabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e172 ">
              <p>Full Access users can edit and share the document</p>
              <p style="margin-bottom:0;">Edit Access users
                can edit the document</p>
              <p style="margin-bottom:0;">Comment Access users can comment on the document</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Synced Sharing Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e166 ">Salesforce Record Access</td>

            <td data-label="Restrict Synced Sharing Access is Enabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e169 ">Loses document access</td>

            <td data-label="Restrict Synced Sharing Access is Disabled" class="slds-cell-wrap" style="vertical-align:top;" headers="d24134e172 ">Can access and edit the document</td>

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

A user has access to a document via Synced Sharing and _views_ the document. Then, that user loses access to the record that the document is associated with.

  
| Synced Sharing Access | Restrict Synced Sharing Access is Enabled | Restrict Synced Sharing Access is Disabled |
| --- | --- | --- |
| View Access | Loses document access | Loses document access |
| Comment, Edit, and Full Access | Loses document access | Loses document access |
| Salesforce Record Access | Loses document access | Loses document access |

## Notifications

Users who can access a document via Synced Sharing get notified of @mentions only after they open the document for the first time.

## Retroactive Access

Synced Sharing is retroactive and applies to both new and existing documents linked to a Salesforce record. After you turn on Synced Sharing, all previously linked documents are shared with record members at the access level chosen.

## Quip Associated Documents Component

Synced Sharing is based on documents linked to the Quip Associated Documents component. Only documents linked to the component have Synced Sharing enabled.

## Linked Document Access

Synced Sharing is enabled for a document if the user who links the document to a record has Full Access to it. If a user with Can Edit, Can Comment, or Can View access to a document links it to a Salesforce record, Synced Sharing isn’t enabled. Users with access to a record can’t access documents linked by users with less than Full Access to the document.

## Link Sharing Settings

If a document has link sharing set to view, comment, and edit and a user edits the document, they’re now a Full Access user. Even if Synced Sharing is set to less than Full Access, the user keeps the directly shared Full Access level.

## Automation

Documents created via the Copy Document action in Flow Builder don’t have Synced Sharing enabled by default. For Synced Sharing to take effect, the copied documents must either be manually linked to the record, or linked via the Attach Document to Record action in Flow Builder.

## User Records

Synced Sharing isn’t enabled for documents linked to user records, like Contacts. If a user links a document to a user record, users with access to the record can’t access the document via Synced Sharing.

## Connected Salesforce Orgs

A user can access a linked document via Synced Sharing only if they connected their Salesforce org to Quip.

- From the user profile in Quip, click **Salesforce**.
- Click **Connect** and log in to Salesforce.

## Documents Shared in Quip

If a linked document is shared with a user in Quip, the access granted in Quip overrides the access granted via Synced Sharing. If the user has Can Comment access in Quip but Synced Sharing is set to Edit Access, then the user has comment access to the document.

## Access Removal

If a user is removed from a Salesforce record that has Synced Sharing enabled, the user’s access to linked documents isn’t revoked. You can manage user access in Quip.

## Salesforce Reports

To see the latest data, you must manually refresh Salesforce reports in Quip documents that are linked to Salesforce records.

#### See Also

- [_Knowledge Article_: Synced Sharing Scenarios, Salesforce Anywhere Advanced (Quip)](https://help.salesforce.com/articleView?id=000356489&type=1&mode=1&language=en_US)