Hi,
I am looking to report on Account plans (Quip documents linked to Accounts) where i would like to report on the below
a) Quip document creation date
b) Quip document created by
c) Number of Quip documents attached to an Account
I had a look at the Quip engagement metric guide
https://help.salesforce.com/s/articleView?id=xcloud.quip_template_metrics.htm&type=5however it provides metrics on Quip document usage and not the above. Can someone advise if this is possible?
Thanks
Abu
Hope you are doing well,
Currently, Salesforce does not provide direct reporting for Quip documents linked to Accounts with the specific details you are asking for (creation date, created by, and number of Quip documents attached to an Account). The Quip engagement metrics focus on usage data, not the details of document associations.
To achieve this:
- Custom Solution: You could create a custom object or fields on the Account object to track Quip document details manually or via automation (e.g., using Apex or Flow).
- API Integration: Use Quip's API to fetch the required data (e.g., creation date, creator, and count) and store it in Salesforce for reporting.
- Third-Party Tools: Explore third-party tools or integrations that might bridge this gap.
Without customization or integration, native reporting on this specific data isn't possible.
I hope you find this answer helpful.
Regards
Sunny Patwa
