Salesforce Docs Portal

Manage Templates in Salesforce

Surface documents embedded in Salesforce records from the Template Manager. Open a preview of the document in Quip and mark it as a template.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To manage templates in Salesforce: Customize Application

See the documents and templates embedded in Salesforce objects that you have access to. You can mark as templates only the documents that you have full access to.

  1. From Setup, in the Quick Find box, enter Quip, and then select Quip.
  2. From the Template Manager, select a Salesforce object, and click See Object Templates.
    Template Manager in Quip Setup. Search results documents embedded in Opportunity object.
  3. To preview an object’s embedded documents, click the document title. The document opens in Quip.
  4. To mark an embedded document as a template, click dropdown icon and select Mark as Template. The Template Manager redirects you to Quip where you can mark the document as a template. After you convert a document to a template, you can’t reset it.
    Note
    Note You can mark as templates only the embedded documents with a blank Is Template status.
  5. To refresh the Template Manager and update the Is Template status after you mark a document as a template, click See Object Templates.