Quip: Simplified Setup, Quip Documents on Mobile, New Live App, Einstein Analytics Dashboards, and More

Read your Quip documents on the go. Open Einstein Analytics dashboards in Quip. Embed Salesforce data in Quip, such as Salesforce List Views and Salesforce Reports. Use new Quip actions in Process Builder and Flow Builder to automate your business and save your team time.

Connect Quip to Salesforce Faster
We’ve cut down the number of steps to connect Quip to Salesforce—gone are the days of setting up your own OAuth Provider, external data source, and permission sets. Now users can log in to Quip with their Salesforce credentials—no need to remember two different logins and passwords.
Add Quip Documents and Spreadsheets to Salesforce Records (Generally Available)
Bring Quip documents, spreadsheets, and chat rooms directly into your Lightning apps with the Quip Document component. Your users get familiar Quip features like rich text editing, live updates, comments, and @mentions without leaving Salesforce. Create Quip templates to streamline your team’s workflows.
Stay Up-to-Date with Quip Documents on Mobile
Keep your users productive and in the know no matter where they go with the Quip Document component. Add the component to page layouts in the Lightning App Builder to let users see Quip documents and spreadsheets attached to a record, all within the Salesforce mobile app.
Log Calls from Quip Documents
Team members can collaborate and log calls in Salesforce all within Quip. Now they can keep the conversation going in Quip while reporting their progress back to Salesforce.
Update Your Salesforce List Views from Quip
Seamlessly add list views from Salesforce to a Quip document with the Salesforce List View live app. Keep lists current, share next steps, and add notes to the list or an individual item so your team is always up-to-date and ready to collaborate.
Add Salesforce Reports to Quip Documents
Insert live Salesforce reports into Quip documents with a simple @mention. Your reports embed within a Quip spreadsheet and auto-refresh with the latest report data so you can stop worrying about formulas and stay focused on business.
Share Quip Documents Embedded on a Record Automatically with Synced Permissions (Granular Permissions)
Simplify document sharing within a Salesforce record with synced Salesforce record sharing permissions. Set permissions for your documents, such as View Only, Can Comment, or Can Comment and Edit, at the org level. Users that can access a record can now easily open any embedded Quip documents at the level set—no more worrying about manually granting access to each document.
See Linked Salesforce Records from a Quip Document
Navigate effortlessly between a Quip document and its related record in Salesforce. Users can quickly jump to a record in Salesforce from its associated document in Quip so they can keep on top of their deals and notes at the same time.
Publish Einstein Analytics Dashboards and Lenses to Quip Slides
Collaborate in Quip with exported images of Einstein Analytics lenses, widgets, and entire dashboards. The Analytics Share dialog now has an Export to Quip tab and a Connect to Quip button. Quip publishes each snapshot image to a new Quip slide deck. After publishing an Analytics snapshot, Quip users with document access can view the data in the image.
Update Quip Slides and Spreadsheets Automatically with Processes and Flows
Standardize presentations, automate repetitive slide deck generation, and keep data up-to-date with new Quip actions in Process Builder and Flow Builder. Create a process or flow to automatically update your spreadsheets, add content to your slide decks, and save your team time.

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