![]() The required fields depend on the option you chose. In the left pane, select a configuration option that describes how you want the Quip document to behave, and enter values into the required fields. The right pane shows the four Quip document component configuration options with the “One template for each record” option (3) selected.ĥ. ![]() In the left pane, select Quip Document (1) and drag it to your canvas (2).Select Edit Page to go to the Lightning App Builder.Navigate to the Salesforce page where you want to add a Quip document component, such as a customer’s Account page.The instructions describe the connection process step-by-step. Go to Setup, enter Quip in the Quick Find box, and follow the instructions that appear on your screen. If you want to configure different Quip templates, create a second custom field to store the template URL.If you want to configure different Quip documents for a Salesforce record, create a custom field.The following steps are for the Document component only. For the document component, you need to follow a few additional steps. For the Quip and notifications components, drag them onto the page and click Save. For example, you can add the documents component to accounts, but add the notifications component to the utility bar.ġ. But before you can use them to improve your team’s productivity, you first have to add the Quip components to your instance of Salesforce.įollow the following process to add Quip components to opportunities, accounts, contacts, cases, and so forth. Quip components are the basic ingredients you use to mix up the perfect processes for your team. Identify which Quip components are most valuable for your team. ![]()
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