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.
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.
To enable the Files Connect Cloud permission on a permission set, follow these steps:
Once the permission set has the correct permission enabled, assign it to the relevant users:
After completing both steps, the "Files Connect: Quip" option appears under the Type dropdown when creating a new External Data Source.
Trailhead - Connect Quip with Salesforce
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