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Enable Live Salesforce Reports in Quip

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Enable Live Salesforce Reports in Quip

To add live Salesforce reports in a document, enable Salesforce reports. Reports are enabled by default.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To enable reports in Quip: Run Reports

Only a Quip admin can enable Salesforce reports in Quip.

  1. Go to https://admin.quip.com.
  2. Log in using your Quip admin email and password.
  3. From Settings, select Salesforce.
  4. Enable Salesforce Reports in Quip.
    Salesforce reports in Quip toggle
  5. Click Turn On.

After you turn on reports in Quip, users can enter @Salesforce Report to add live Salesforce reports to their documents. If you disable Salesforce reports in Quip, existing reports become spreadsheets and don’t sync with the latest Salesforce data, and users can’t add new Salesforce reports.

 
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