Quip: Template Management, New User Engagement Template Metrics, Salesforce Data in the Relationship Map Live App, Filtered List Views, and More

Mark your embedded Quip documents as templates. Increase template adoption with the Template Library in Quip. Get granular user engagement metrics to see how users are employing Quip templates. Add inline live Salesforce data mentions to a Quip document or spreadsheet. Create hybrid Salesforce and Quip relationship maps.

Discover Quip for Customer 360 Features with the Quip Setup Starter Managed Package
To get a taste of the most-used Quip for Customer 360 features, install the Quip Setup Starter managed package. Quip Setup Starter saves you time creating templates, setting up Quip Lightning components, configuring automation, and more. You can install the managed package in your sandbox to test it out without impacting your org, or install it directly in your production Salesforce org.
Manage Your Quip Templates in Quip and Salesforce (Template Library)
To differentiate Quip documents that your team uses as templates, mark your documents as templates. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.
Use Metrics to Report on User Engagement with Embedded Quip Templates
See which users are interacting with Quip documents and who needs coaching. Use reports and dashboards to understand trends in user engagement on documents and templates. Metrics are available for documents and templates associated with Salesforce records.
Add In-Line Salesforce Record Fields to a Quip Document (Data Mentions)
Add live Salesforce data to your Quip documents, spreadsheets, and Account Plans without getting in the way of your formatting. With in-line data mentions, data reads like normal text but stays up to date and syncs with Salesforce. You can even edit the record fields from the data mentions, making it easier to keep your Salesforce work in Quip.
Create a Relationship Map in Quip with Live Salesforce Data
Build relationship maps in your Account Plans with imported Salesforce record data. To add data to your maps that exists outside of Salesforce, create custom Quip cards.
Use Salesforce Record Permissions to Determine Access to Linked Quip Documents
Synced Sharing provides a set of options for governing access to Quip documents associated with Salesforce records. With the new Salesforce Record Access option, users with access to a Salesforce record have the same access to its linked Quip documents. You can set your linked Quip document access at the org level without compromising security.
Manage Live Salesforce Data in Quip
Keep your Salesforce data in Quip secure and dynamic with Mirrored Salesforce Permissions and disable live reports functionality. After you turn on Mirrored Salesforce Permissions, users in Quip can access only the same Salesforce data in Quip as in Salesforce.
Test the Health of Your Quip Connection to Salesforce
Use the Quip Health Check to run a series of automated tests on your Quip site and Salesforce org connection. When the Quip Health Check identifies problems, it provides on-the-spot results and solutions to get your connection up and running. You can run a Health Check for a Quip site’s connection to Salesforce or for an individual user’s Quip and Salesforce connection.
Customize Your Salesforce List Views with Filters in Quip
Curate your Salesforce List live apps in Quip to show only the records that you care about. With customizable filters in Quip, users with edit access to the document can filter list views and related lists based on the fields that they specify. Related lists are easier to manage and users can filter out old or irrelevant records over time.
Simplify Your Quip for Customer 360 Setup, Enablement Process, and Other Enhancements
We enhanced the Quip for Customer 360 experiences in Quip and Salesforce.
Build Custom Automations with New Quip APIs
Use Quip API endpoints to automate your business processes and get your team in sync.

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