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            Set Up Salesforce Data Mentions

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            Set Up Salesforce Data Mentions

            Let users @mention Salesforce data in documents in line without manually refreshing it.

            Required Editions

            Available in: Lightning Experience
            User Permissions Needed
            To edit Salesforce Data Mentions permissions: Manage Users

            Salesforce Data Mentions are installed by default for all Salesforce orgs with connected Quip sites. With the Winter ’21 Salesforce release, all new and existing Salesforce orgs connected to Quip are assigned the Quip Integration Access user permission. The user permission allows Quip to automatically refresh data mentions with the latest Salesforce data and isn’t assigned to individual users.

            By default, the Quip Integration Access user has Read and View All Records permissions on Salesforce objects. The Quip Integration Access user permission doesn’t control which users can use Salesforce Data Mentions. It controls only the objects that users can automatically refresh.

            Automatic refreshing of Salesforce data works only if the Salesforce org is connected to Quip by a Salesforce admin from the Quip setup page in Salesforce. Salesforce orgs connected to Quip by users aren’t assigned the Allow Quip Integration Object Access permission set and don’t automatically refresh with the latest Salesforce data.

            To customize which objects can be automatically refreshed or to revoke object access, edit the object settings for the Allow Quip Integration Object Access permission set.

            1. From Setup, in the Quick Find box, enter Permission Sets, then select Permission Sets.
            2. Select Allow Quip Integration Object Access, then Object Settings.
            3. To change which objects can be automatically refreshed with the latest data, select the object, and click Edit.

            After your users connect their Salesforce accounts to Quip, they can add Salesforce data mentions to their documents.

            Turn Off Salesforce Data Mentions

            To turn off Salesforce Data Mentions, disconnect your Salesforce org from Quip. Disconnecting your Salesforce orgs from Quip turns off all Salesforce integration features in Quip.

            1. Go to https://admin.quip.com
            2. Log in using your Quip admin email and password.
            3. From Settings, select Salesforce.
            4. Turn on Control Access to Your Salesforce Orgs.
            5. To disconnect an org, click dropdown icon next to the org that you want to disconnect, and click Remove Org.
             
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