Filter CRM Analytics Dashboards Based on a Salesforce Record

Use Template Mode to add live CRM Analytics dashboards to your templates that auto-filter based on the Salesforce record they’re embedded in.

Available in: Lightning Experience

User Permissions Needed
To configure the CRM Analytics live app:	Customize Application

To configure the CRM Analytics live app in Quip, you need a CRM Analytics Growth or CRM Analytics Plus license.

In a document, enter @CRM Analytics. Click Insert.
Select the dashboard you want to dynamically filter based on a record, and click Choose Dashboard.
To set up Template Mode, click the CRM Analytics dropdown and select Template Mode.
To dynamically update your CRM Analytics dashboard global filters based on a Salesforce record, click the edit pencil and enter the filter values using mail merge syntax.

Tip Mail merge syntax is case-sensitive. To auto-filter the Category filter using mail merge syntax, enter [[Account.Id]] and not [[Account.ID]].
Click Apply and Done.
After you finish configuring your template, add it to the Quip Document component.

After a user creates a document from a template in Salesforce, the CRM Analytics live app auto-filters based on that record.

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