I'm trying to finish up a project — Quick Start: Quip and Salesforce Integration.
I got all the way through to the last module, "Attach the Quip Document to the Lead in Salesforce," and then stalled. The problem? I'm supposed to be able to find something called the "Quip Documents component," but I can't find it anywhere. I've clicked on everything. The screen doesn't match 100% the instructions.
Is there a workaround? I need to access my Leads by Source report in Quip and attach this report to the Salesforce record.
I'm not especially tech savvy, so I do need to be walked through some of this stuff.
I'm attaching two screenshots:
(1) trail_instructions (top screenshot)
(2) my_lead_page (bottom screenshot)
Thanks for any help anyone can give.
12 answers
Debbie,
My experiences with Trailhead are similar.
What I might look at:
1) as previously mentioned by Sonya, the component needs to be dragged into the Page; you did that already! Good to go there. So, we know that not the problem unless there is buggy code in the component bundle which I doubt.
2) Lightning is still somewhat buggy (sorry SFDC) so my recommendation is use Chrome 1st as your browser, and secondly - Firefox. Windows IE will give you issues. Also when working in Lightning, Lightning will open up several browser windows (multiple tabs up top); close all except the one your actually working in. Another is try removing or clearing out the cookies in the browser.
3) Try removing the component, then make sure you are only working in one instance of the Lightning browser window; open the Lead Page at the Cog Wheel at top, select "Edit Page" drag the Quip component back in. You should see it propogate the attributes on the Lead Page immediately. That is a good sign the interface is wired up. Save. Activate. Click "Assign as Org Defualt"
I would start with the above first then troubleshoot from there. I hope you get it solved. Please let me know the resolution if you have time.
TC
