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Set Up Your Trailhead Playground and Quip Account

Note

Note

Attention, Trailblazer!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This project is designed for Lightning Experience.

You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

Introducing Quip

Quip combines documents, spreadsheets, checklists, and chat with your live CRM data into one seamless experience. In this project, you create a simple report and open it with Quip. When you've completed this project, you'll have a better understanding of how you can use Quip to export Salesforce data and attach Quip documents to any record within Salesforce.

There are many ways to export a Salesforce report. When you export with Quip, you can filter, sort, and add context to live Salesforce data.

Project Requirements

To complete this project, you need:

  • Trailhead Playground
  • Quip trial account
  • Email account
  • Chrome web browser

In this first step, we take you through signing up for a Quip trial account and getting your username and password for the Trailhead Playground.

Get Your Trailhead Playground Username and Password

A Trailhead Playground is a safe environment where you can practice the skills you're learning. When you sign up for Trailhead, we automatically create a Trailhead Playground for you. 

To complete this project, you need your username and password for your Trailhead Playground. You can find it at the bottom of this page. Click Launch to open the Trailhead Playground in a new browser tab (login required). Then use this article to get your username and password.

It takes a few minutes to create a Trailhead Playground, so if you've just signed up for Trailhead, you may need to wait just a moment.

Log In to Your Trailhead Playground

To prevent authentication issues, it's recommended you do this project in a new incognito browser window. For best results, use Chrome as your web browser.

  1. Open a new incognito browser window in Chrome and to go login.salesforce.com.
  2. Sign in with your Trailhead Playground username and password.

For the duration of this project, add new tabs to that incognito browser window as indicated.

Sign Up for Quip

Anyone can get a free Quip trial account. You will need to provide some personal information in order to sign up. 

  1. Open a new tab in your incognito browser window.
  2. Go to https://quip.com/account/login
  3. Enter your email address and click Sign Up or Sign In. You are prompted to provide your work email address. Using a personal email address is also fine.
  4. Follow the steps to sign up for Quip.
  5. Click Let's Get That T-Shirt to proceed to Quip. You are not required to enter 3 contacts. (Note: If you want the t-shirt, Quip terms & conditions apply.)
  6. Your new site is now available.
  7. Click the link for your team site to open it. Take the tour of Quip.

Now you have a Quip trial ready to go. 

Install the Quip Connect for Salesforce App

The Quip Connect for Salesforce app allows you to integrate Quip with Salesforce data. Now that you have the username and password for your Trailhead Playground, you can get the app installed.

  1. Open a new tab in your incognito browser window.
  2. Open https://login.salesforce.com/packaging/installPackage.apexp?p0=04t41000002iVxr
  3. Click Get It Now.
  4. In the Log In to AppExchange dialog that appears, click Log In.
  5. If prompted, log in using your Trailhead Playground username and password.
  6. If you return to the listing on AppExchange, click Get it Now.
  7. Click Install in Production.
  8. Follow the installation wizard through the rest of the steps. If at any point you are prompted to log in again, always use your Trailhead Playground username and password.
  9. Once the installation is complete, click Done. You will be redirected into your Trailhead Playground to see the installed app.

It can take some time to complete the app installation. You will receive an email confirmation once the installation is complete.

Update the Leads Page Layout

Later in this project, you create a Leads report and then connect the report to a specific lead. To do that, you need to add the Quip component to the lead page layout.

  1. Go to the tab in your incognito browser window where your Trailhead Playground is open.
  2. Click app launcher icon and select Sales. If you don't see app launcher iconmake sure you switch to Lightning Experience.
  3. Click Leads.
  4. Click Recently Viewed and select All Open Leads.
  5. Click on any lead to open it.
  6. Click Gear icon used to access Edit Page and select Edit Page.
  7. Under Custom - Managed Components, drag and drop the Quip Documents component onto the page.

Click Save.

  1. Click Activate.
  2. Click Assign as Org Default.
  3. Click Save.
  4. Click Back to return to the lead.

You now have set up your Trailhead Playground and Quip account. In the next step, you create a report to integrate with Quip.

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