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Connect Quip with Salesforce

Learning Objectives

After completing this unit, you’ll be able to:

  • Understand the permissions and settings necessary to connect Quip and Salesforce.
  • Connect Quip and Salesforce.

Integrate Quip for Customer 360 with Salesforce Lightning

Quip for Customer 360 brings all the functionality of Quip into Salesforce so your team can collaborate within your Salesforce instance. You no longer have to manually update each record since account executives (AEs) can connect documents directly to contact records. Plus, standardized templates and process workflows ensure everyone on your team uses the same resources. Your customers now get the same high-touch sales experience across your organization.

Ready to get started syncing up your Quip and Salesforce via Quip for Customer 360? Follow the steps below.  

Note

Note

This process takes about 20 minutes for a Salesforce admin to complete. These instructions are to be used for both Salesforce Production and Salesforce Sandbox orgs. 

A young man, a Salesforce admin, smiles and holds a clipboard with three checkboxes. He has a pen in one hand and is in the process of checking boxes off his checklist.

Part 1: What You Need

Before getting started, make sure you have verified the following.

  • You are a Salesforce admin for your instance.
  • You have a Quip for Customer 360 license or are on a Quip for Customer 360 Trial.
  • You are a Quip admin (if your Quip Site already exists). If you can see the Quip Admin Console, you are a Quip Admin.
Note

Note

If you are a paying Quip Starter or Quip Enterprise customer or are not a Quip admin, contact your Quip or Salesforce rep, or submit a ticket to Quip Support.

Part 2: Connect Quip and Salesforce

Once you’ve verified the previous, congratulations! You are ready to make the connection between Quip and your Salesforce instance. 

Salesforce and Quip clouds both "zap" into the admin’s computer, suggesting that they are combining.

1. Navigate to waffle icon. Then, click Sales or Service as appropriate. 

Screen view of App Launcher.

2. Click the gear iconthen select Setup

Screen view of selecting Setup from dropdown.

3. Enter Quip in the search bar and select it from the dropdown. 

Screen view of selecting Quip option.

4. Complete the steps outlined in the Setup menu.   Screen view of Setup menu steps.

Before moving on to the next step, make sure you have a green checkmark for this section, showing you’ve completed all the steps. ✅

Screen view of checkbox.

4a. Click Connect Quip

Enter your Quip site subdomain, or use your Quip Client ID and Client Secret. (Only someone who is both a Quip and Salesforce admin can complete the connection.) 

Tip: You can find your Quip Client ID and Client Secret in the Quip Admin Console. Go to Settings | Integrations to view your Salesforce API Key. 

Screen view of popup: Confirm your subdomain.

4b. Create an external data source to connect your Quip content to Salesforce. This also turns on global search. 

Screen view of New External Data Source page.

To save setup time, a Quip external data source is automatically created for you. You can also manually create an external data source in Setup if you prefer.

4c. Give your team access to Quip by assigning permissions. 

Click Set Permissions then move the permission sets you want Quip to access to the right. Click Save

Screen view of Set Permissions popup window.

4d. Assign an external data source to your permission set. Install the Connected App to let Quip share data with Salesforce. Click Get Connected App and follow the guided installation steps. 

Next, configure the External Data Source to turn on Global Search. Click Go To External Data Source and click Validate and Sync on the External Data Source page. 

Screen view of synced New External Data Source page.

Great work! 

You’ve set up the framework for Quip and Salesforce to share data. All you need to do now is add the components or the different tools and mini “modules” to use inside Quip for Customer 360 to streamline your team’s processes. You’re so close! 

Resources