Create and Collaborate on Quip Documents in Salesforce

Quip lets you create, share, and collaborate on documents and spreadsheets in Salesforce. No need for an external file provider. In Lightning Experience, use the Quip component on records to create new Quip documents and work with existing ones. Work with Quip documents in Chatter, Files home, and Files related lists. Quip is available in Lightning Experience, Salesforce Classic, and communities.

Attach existing Quip documents and spreadsheets to records and Chatter posts, and create documents right from Salesforce. Pasting a Quip link in a Chatter post creates a Quip file reference in Salesforce. Share Quip documents and spreadsheets to records, groups, and feeds from the file selector.

The Quip editor

Lightning Experience offers a dedicated Quip component on records. From the component, users can see the Quip documents and sheets associated with that record and add and create Quip documents. The Quip component is supported on all standard and custom object page layouts, except User records.

Note

Note

The Quip component is not available in communities. If a page layout with the Quip component is viewed in a community, the Quip card isn’t visible.

You can @mention colleagues in Quip documents and bring your conversation right to where the work is happening. Highlight a word or sentence of text to target your inline comments in a document, or comment on individual cells within a spreadsheet. You can show or hide comments to see what you need or stay focused on the content. Conversations appear in the sidebar, and these comment threads can be rich and lively. They can include @mentions, files, images, link previews, emojis, and even animated gifs. The sidebar also shows revision history, so you can see all changes that have been made to the document.

Quip allows offline access—everything is available offline, with no need to mark a document available offline ahead of time. Documents sync when you come back online, incorporating changes made by other people collaborating on the document.

You can find Quip under Connected Sources on the left side of Files home.

Quip on the Files home page

Setting up Quip as a connected file source for your org is similar to setting up Files Connect external sources—you create an authentication provider and define Quip as a data source.

Note

Note

Searching finds Quip file references in Salesforce, but it doesn’t find external Quip documents.