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            Decide Between a Quip Managed Site and Your Main Quip Site

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            Decide Between a Quip Managed Site and Your Main Quip Site

            To test out your new Quip features with a sandbox org before you roll them out to your users, you have two options: use the same main Quip site with your sandbox and production Salesforce orgs or use a Quip managed site.

            Required Editions

            Available in: Lightning Experience

            To reduce the number of steps and repetitive tasks, we recommend using the same main Quip site for your Sandbox and Production orgs. Using your main Quip site also doesn’t use extra licenses and doesn’t count against your license subscription.

            • Use the same main Quip site your Sandbox and Production Salesforce orgs.
              Diagram with a Quip Main Site connected to a Salesforce Sandbox and a Salesforce Production org
            • Use a separate Quip managed site for Sandbox testing.
              Diagram of a Quip Managed Site connected to a Salesforce Sandbox, and a Quip Main Site connected to a Salesforce Production org
            Requirements for a Quip Managed Site Requirements for a Shared Quip Main Site
            Create a separate test site red crossmark
            Provision members to a separate site red crossmark
            Set up authentication red crossmark
            In Salesforce sandbox, connect to Quip test site In Salesforce sandbox, connect to main Quip site
            Create templates in Quip test site Create templates in main Quip site
            Point live apps to Salesforce sandbox Point live apps to Salesforce Sandbox
            Embed templates in Salesforce sandbox Embed templates in Salesforce sandbox
            Set up automations in Salesforce sandbox Set up automations in Salesforce sandbox

            When ready to roll out:

            • Connect to main Quip site to Salesforce production org
            • Migrate templates from test to main site
            • Point live apps to Salesforce production
            • Embed templates in Salesforce production
            • Set up automations in Salesforce production

            When ready to roll out:

            • Connect to main Quip site to Salesforce production org
            • Copy templates into a new folder
            • Point live apps to Salesforce production
            • Embed templates in Salesforce production
            • Set up automations in Salesforce production
             
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