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.

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.