Considerations for Salesforce Reports within Quip

Row Limits

You can see up to 2,000 rows for Salesforce reports in Quip.

Performance Recommendations

• Include no more than 20 live reports and data references in a document.
• In large documents and documents that include both Salesforce reports and data references, disable automatic refresh.

  For reports, you can do so from the Salesforce Report menu in the formula bar. For data references, you can do so from the More Options menu. To get an up-to-date view of your reports and data references, use the Refresh option in the same menu where you disabled automatic refresh.

• If a document contains more than 50,000 spreadsheet cells, split it into smaller documents to improve reliability and performance.
• Grant edit access to as few members of a document as possible. Document members with full access can revoke edit access as needed. Having many users with edit access causes frequent refreshes, which can negatively impact performance.
• When a Live Salesforce Report is used inside a Quip Template, the document created from that template may still display many empty rows. This happens because the report keeps its original row structure instead of resizing based on filters. To avoid seeing a large number of empty cells, the source Salesforce report should contain fewer records.

Salesforce Report Filters

• Only custom Salesforce filters are currently supported in Quip. You can’t see your report’s standard filters in Quip.
• Filter operators (like equals and greater than) can't be modified.
• You can’t add or remove filters in Quip. You can only modify existing filters.
• You can’t change locked filters in Quip.
• After you change your report’s filter values within Quip, they won’t update with the latest Salesforce values. To use the updated Salesforce filter values, reimport the Salesforce report and configure the filters during setup.
• Customizing filters in Quip doesn’t affect your report filters in Salesforce.

Refresh Behavior

After opening a document, report data automatically refreshes approximately every two hours for up to 36 hours. After the document is open for 36 hours, you can manually refresh the report data by clicking Refresh Now.