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            Salesforce Reports in Quip

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            Salesforce Reports in Quip

            Work with connected report data in a document to collaborate on live Salesforce data in context. @Mention colleagues to discuss data inline or in the document conversations pane. Update filter values from Quip to customize your Salesforce report views without altering the base report in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Apply your Salesforce report’s custom filters to tailor your report view in Quip. Use filters to sort your reps’ open opportunities by region or track your reps’ progress. You can even dynamically filter live Salesforce reports added to a document based on the record it’s embedded in.

            To add a Salesforce report to a document, enter @Salesforce Report and select your report. For Salesforce Classic users, click Open in Quip from the report in Salesforce to open your report in a new document.

             
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            Salesforce Help | Article