Salesforce Records in Quip

Integrate your Salesforce records directly into Quip, enabling streamlined collaboration and efficient workflows. With Quip, you can customize record views, perform bulk updates, and sync changes seamlessly to Salesforce. Additionally, you can add notes and define next steps to share with your team, keeping everyone aligned.

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The Salesforce Record Live App in Quip connects your free-form content with Salesforce data. This integration ensures your records stay up to date and readily accessible for collaboration. To enhance team productivity, import your Salesforce records into Quip and customize them to fit your needs.

Using Salesforce Template Records in Quip

Template Records allow dynamic integration between Salesforce data and Quip templates. When a document is created from an embedded template, the Template Records automatically populate with relevant data and stay synced to Salesforce. Control which fields are displayed to ensure information remains relevant, fostering better adoption of tools like Account Plans.

Setting Up Salesforce Template Records

Permissions and Requirements
- Available in: Lightning Experience.
- Required Permissions: Customize Application.
- Important: Template Records are exclusive to templates. Ensure the document is marked as a template and remains unlocked for use.
Adding a Salesforce Template Record
- In a document, type @Salesforce Record and click Insert.
- Choose Template Record.
- Select the related Salesforce object (e.g., Account for Account Plans) and click Next.
Configuring Template Records
- Manual Mode: If the desired object isn’t listed or for related objects, manually enter the Record ID.
- Dynamic Updates: Use mail merge syntax to dynamically update fields (e.g., [[Account.Owner.Id]]). Note: Syntax is case-sensitive.
- Choose fields to display and auto-populate with Salesforce record data.
Finalizing Your Template
- After setup, the selected fields will appear in the document, initially blank.
- Add the completed template to the Quip Document Component. Users can then generate documents with pre-populated Salesforce data like Account Plans.

Key Considerations

All fields for the selected object type are visible during setup, even if not part of the record layout.
The Salesforce Record Live App doesn’t filter fields, so plan your template designs accordingly.

By leveraging Salesforce Template Records in Quip, you can ensure your team has real-time access to relevant data while maintaining streamlined processes for document creation and collaboration.