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Files Connect: Quip is not a Selection When Creating an External Data Source in Salesforce

Fecha de publicación: Jun 11, 2026
Descripción

When setting up a Quip integration with Salesforce using Files Connect, the "Files Connect: Quip" option does not appear under the "Type" dropdown when creating an External Data Source. This issue occurs because either the user has not been assigned to the required Quip permission set, or the "Files Connect Cloud" permission has not been enabled on that permission set.
Files Connect is a Salesforce feature that allows users to access and share files stored in external cloud storage systems, such as Quip, directly within Salesforce records. An External Data Source is a Salesforce configuration that connects Salesforce to a third-party content repository.

Solución

This article explains how to resolve the missing "Files Connect: Quip" option when creating an External Data Source. The resolution involves two steps: enabling the correct permission in a permission set, and assigning the relevant users to that permission set.

Step 1: Create or Update a Permission Set with Files Connect Cloud

To enable the Files Connect Cloud permission on a permission set, follow these steps:

  1. Navigate to Setup and search for Permission Sets.
  2. Open the permission set created for Quip (or create a new one).
  3. Click System Permissions.
  4. Click Edit at the top of the page.
  5. Search for Files Connect Cloud under Permission Name.
  6. Check the box next to Files Connect Cloud and click Save.

Step 2: Assign Users to the Permission Set

Once the permission set has the correct permission enabled, assign it to the relevant users:

  1. Navigate to Setup > Permission Sets and open the Quip permission set.
  2. Click Manage Assignments.
  3. Click Add Assignments.
  4. Select the checkboxes next to the users you want to assign and click Assign.

After completing both steps, the "Files Connect: Quip" option appears under the Type dropdown when creating a new External Data Source.

Recursos adicionales

Trailhead - Connect Quip with Salesforce

Número del artículo de conocimiento

000382243

 
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Salesforce Help | Article