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.

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

Who: Available in orgs with a Quip for Salesforce plan or free trial.

Why: In Quip, see when a document is linked to a Salesforce record so you always know where you’ve shared your Quip documents. Update a document in Quip and easily switch back to the associated record details. Now you can choose your own workflow—Quip to Salesforce or Salesforce to Quip. It’s up to you!

Associated records Share modal