When using the the Salesforce Tasks Quip Live App, how do you get the component to auto populate the record? I matched the format for the record component but it does not work
I’ve run into the same thing before. The Quip Live App for Salesforce Tasks doesn’t auto-populate the related record unless the Quip doc is already linked to that specific Salesforce record, just matching the format or pasting the component manually won’t do the trick.
To make it work, you need to insert the Live App from within the Salesforce record using the Quip integration panel, not from inside Quip. That way, it passes the context (record ID) correctly. If you're using a template or trying to pre-fill it, you might need to use a custom Flow or automation to push the record ID into the Quip doc via the API, but that’s a heavier lift.
Insert the component from Salesforce, not the other way around, and it should pick up the link.
