See what Quip Advanced features are supported in VPC or Salesforce sandbox. Enable Synced Sharing, live Salesforce data in documents, SSO, and more.
Required Editions
| Available in: Lightning Experience |
| Quip Advanced Feature | VPC Support | Sandbox Support | More Info |
|---|---|---|---|
| Salesforce connection | Yes | Yes |
To connect your Quip site to a sandbox, log in to your Salesforce sandbox. In Setup, enter Quip (Salesforce Anywhere) in the Quick Find box and follow the guided setup. |
| Salesforce SSO | Yes | Yes |
Set Up Salesforce Single Sign-On for a Quip VPC On the Quip login page, use the Sign in with Salesforce Sandbox option. To let specific sandbox orgs use SSO by default, grant access in the Quip Admin Console. |
| Native Quip | Yes | Yes | All Quip features, including interactive documents, spreadsheets, and real-time chat work in a VPC and in a sandbox. |
| Synced Sharing | Yes | Yes |
Manage user access at the org level for your documents linked to a Salesforce record. Synced sharing applies to users with access to the record. To enable synced sharing in a sandbox, go to the Quip Admin Console. Under Settings, select Salesforce, and go to the Connected Salesforce Orgs section. Click Add Salesforce Sandbox Org. After you add your sandbox org, you can set your Synced Sharing preference. |
| Document linking | Yes | Yes | Link a document to a record from Quip or add the document to the Quip Associated Documents Lightning component. |
| Log a call in Quip | Yes | Yes | Log a call from a document that syncs to Salesforce. |
| Create a task in Quip | Yes | Yes | Create a task from a document that syncs to Salesforce. |
| Salesforce Record live app | Yes | Yes | Enable Live Apps in a Quip VPC |
| Salesforce List live app | Yes | Yes | Enable Live Apps in a Quip VPC |
| CRM Analytics live app | Yes | Yes | Set Up the CRM Analytics Live App in a VPC Enable Live Apps in a Quip VPC |
| Third-party live apps | Yes | Yes | Contact Quip Support to enable third-party live apps in a VPC. |
| Live Salesforce reports | Yes | Yes | After you connect Quip to Salesforce, you can pull Salesforce data into a document. To add a live Salesforce report, enter @Salesforce Report in Quip, enter the =IMPORT formula in a Quip spreadsheet, or click Open in Quip from a report in Salesforce. |
| Quip Document component | Yes | Yes | After you connect Quip to Salesforce, you can add the Quip Document component to your record layouts in Salesforce. |
| Quip Associated Documents component | Yes | Yes | After you connect Quip to Salesforce, you can add the Quip Associated Documents component to your record layouts in Salesforce. |
| Quip Notifications component | Yes | Yes | After you connect Quip to Salesforce, you can add the Quip Notifications component to your record layouts in Salesforce. |
| Salesforce Data Mentions | Yes | Yes | VPC and Sandbox support applies to both Salesforce Data Mentions and Salesforce Template Data Mentions. Data mentions work in VPCs if the admin allows users to connect to Salesforce orgs. |