Attach the Quip Document to the Lead in Salesforce
The live data in the filtered Quip report links directly into the record in Salesforce. By clicking a hyperlinked lead in Quip, you can access the lead in Salesforce and attach any related Quip documents.
- In the Quip report, click the Company/Account
Metropolitan Health Services. This takes you to the record in your Trailhead Playground.
- On the lead, locate the Quip Documents component.
- In the Quip Documents component, type
Leadsin the search window to bring up your Leads by Source report from Quip.
- Click the report name to link it to the Salesforce record.
Now you know how to export Salesforce data into Quip, filter the data in Quip, and attach a Quip document to a Salesforce record.
Using Quip, your data is live—when something is updated in Salesforce, it’s instantly updated in Quip too. You never have to worry about whether the data you’re looking at is out of date. You can discuss your reports, analyze them for insights, and share information.