Embed Live Quip Documents and Chat Rooms Directly in Service Cloud

Where: This change applies to Lightning apps in Lightning Experience in Essentials, Professional, Performance, Unlimited, and Developer editions.

Who: This change is available with a Quip Enterprise plan or free trial.

How: If you haven't already done it, connect Salesforce to Quip. In Setup, enter Quip in the Quick Find box, and follow the steps. Then launch Lightning App Builder, and add the Quip Document component to the Service page that you want to update.

You have a few options for how the document component behaves. For example, you can have the same Quip document attached to each record. Or you can use mail-merge syntax to auto-fill new documents from a template. You can even use different templates for different records. You can also assign a custom label to the embedded Quip document.

Here’s an example of a Quip document embedded in the Case Swarming tab of a service case. Its custom label is Swarm Room Document. You can edit the document directly in Salesforce or open it in Quip.