How to Provision Quip with Salesforce, Part 2: Domain, SSO, and Component Setup

Step 1: Configure Domain Settings in Quip

Add your corporate email domain as a trusted domain so users who sign up with your company email are automatically directed to your Quip site:

1. Open the Quip Admin Console at https://[yoursite].quip.com/admin
2. Navigate to Settings > Accounts & Access > Domain Settings
3. Enter your corporate email domain (for example, yourcompany.com) and click Add
4. Choose whether to enable auto-join (new users from this domain are automatically added as site members) or require manual invitation

Step 2: Configure SSO (Optional but Recommended)

For organizations using Salesforce as their identity provider, configure SSO so users log in to Quip with their Salesforce credentials:

• See Configure Salesforce and Quip for SSO for the full setup steps
• Test SSO with a single user before enabling it for the entire company

If you are not using SSO, Quip's built-in MFA handles authentication for direct logins automatically.

Step 3: Set Up SCIM Provisioning (Optional)

For automated user management, configure SCIM so your identity provider automatically creates and deactivates Quip accounts based on directory changes. See How to Integrate SCIM with Quip for Automated User Provisioning for instructions.

Step 4: Deploy the Quip Document Component

Add the Quip Document Component to the Salesforce record pages where you want users to create and collaborate on documents:

1. Open a record (such as an Opportunity) and click Edit Page from the gear menu to open Lightning App Builder
2. Drag the Quip Document Component from the component panel to the desired position on the page layout
3. Configure the template URL and document URL storage field in the component properties
4. Save and activate the page layout
5. Have users complete the one-time Salesforce-Quip connection the first time they interact with the component

See The Quip Document Component for Salesforce for detailed component configuration instructions.

Validating the Integration

After completing all steps, validate the integration end-to-end:

• A test user with the Quip User permission set can open a Salesforce record and generate a Quip document from the component
• The document URL is stored in the custom URL field on the record
• Other users with access to the record can view the embedded document based on the Synced Sharing configuration