Salesforce Docs Portal

Set Up the CRM Analytics Live App in a VPC

Set up your organization to use CRM Analytics dashboards in Quip VPC. After you set it up, users can see and update filters directly in their documents.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To configure the CRM Analytics live app: Customize Application

To access the CRM Analytics live app in Quip, users need a CRM Analytics Growth or CRM Analytics Plus license.

  1. In Salesforce, go to the Setup page.
  2. In the Quick Find box, enter CORS and click New.
  3. For the Origin URL Pattern, enter https://*YOURCOMPANY.qvpc-apps.com.
    New CORS with URL entered
  4. In the Quick Find box, enter Analytics.
  5. Under Analytics, click Allowlist, and then New.
    New allowlist URL for Analytics
  6. Enter a site name. To make it easier to identify later, we recommend naming it TableauCRMQuip.
  7. For the site URL, enter https://element-e-w-j9j-a-hh-o-xa.YOURCOMPANY.qvpc-apps.com.
  8. Click Save and New.
  9. Use the CRM Analytics live app in a sandbox org.
    1. Enter a site name.
    2. Enter your Quip site URL using the format https://YOURCOMPANY-sbx.YOURCOMPANY.onquip.com. Save the action.
  10. Use the Einstein Anlytics live app in production.
    1. Enter a site name.
    2. Enter your Quip site URL using the format https://YOURCOMPANY.onquip.com. Save the action.
  11. In Setup, add these URLs as Trusted URLs with all Content Security Policy (CSP) directives selected.
    • https://*.salesforce-experience.com
    • Sandbox: https://YOURCOMPANY-sbx.YOURCOMPANY.onquip.com
    • Production: https://YOURCOMPANY.onquip.com
    • https://*.salesforce.com

    • https://*.force.com

      If https://*force.com is already a CSP trusted site, don’t readd it.

    • https://*.site.com
    • https://*.salesforce-sites.com

To let your VPC users add CRM Analytics dashboards in Quip, enable the CRM Analytics live app.