Salesforce Records in Quip

See your Salesforce records and customize your record views in Quip. You can do bulk updates and sync your changes to Salesforce. You can even add notes and next steps that you can share with your team.

Quip brings your free-form content together with your Salesforce data. With the Salesforce Record live app, your data is always up to date and syncs seamlessly to Salesforce. To make sure you and your team have the data you must collaborate, import your records into Quip.

• Add a Salesforce Template Record in Quip
  As you set up your templates, use Template Records. When a user creates a document from your embedded template, the Salesforce template records automatically populate with the record’s data and continue to stay up to date. Control the fields that your users see to keep information relevant and boost Account Plan adoption.