You’ll need to re-generate the template again to reflect the new information in your updated record. When data is updated in a Salesforce Record, the only type of object we support that syncs automatically is the Salesforce Record LiveApp. Unfortunately, our merge fields aren’t dynamic objects yet on Quip pages. But the record in quip is not updating even though the salesforce record is updated. I’m trying to update the document version whenever a record is updated in salesforce through merge fields. I’m unable to fetch the image from the Rich text area field from Salesforce using merge fields in my quip template. Question from my Quip Consultant ( Vardhan Polavarapu) : Troubleshooting Questions and Responses from salesforce support: Sending queries directly to the Analytics platform.The Analytics APIs are modern REST APIs that abstract layout complexity by: Einstein Analytics users can modify filters. A Quip user can’t modify the data in the Einstein Analytics live app. The source of truth is always the underlying Dashboard on the Analytics Platform. The data flow of the Einstein Analytics live app is one-way and goes from Salesforce Analytics to Quip via the Analytics API. The Quip TLS/HTTPS transport layer uses TLS 1.2, encrypted, and authenticated with AES-128 and using an SHA 256 key exchange/signature algorithm.Data stored in Quip is encrypted in transit and at rest.To use Quip inside of Salesforce, you need to first connect your Quip site to your Salesforce org, and then authenticate. Quip Lightning components are embedded as iFrames inside of a Salesforce Object page.Create new Quip documents directly from within the Quip lightning component in Salesforce.Search and display quip documents directly inside Salesforce.The Quip integration with Salesforce leverages Quip’s Automation API which is REST-based. The basic integration pattern for Salesforce Report leverages the Salesforce Reports and Dashboards REST API, as opposed to the Salesforce UI API used by the Salesforce Record and List live apps. The Salesforce List live app is analogous to this. This diagram outlines the basic data flow between the Salesforce Record live app and the Salesforce UI API. Getting object metadata and theme information.Checking field-level security settings, sharing settings, and permissions.This is a modern REST API that abstracts layout complexity by: To bi-directionally sync data to or from the Quip UI, live apps leverage Salesforce’s UI API. This diagram illustrates the basic pattern of integration and data flow of Salesforce live apps in a Quip document. Use the Quip Lightning components to link Quip documents to a record, create a document from a template, and see Quip notifications in Salesforce. Dashboards are displayed using the Einstein Analytics Lightning component via Lightning Out. The Einstein Analytics (Beta) live app data flow is one-way and goes from Salesforce Analytics to Quip via the Analytics API. The Record and List live apps follow similar data flow patterns and use the Salesforce UI API, while live Salesforce reports use the Salesforce Reports and Dashboards REST API. Learn More: Quip & Salesforce Integration Summaryīring live Salesforce data directly into your Quip documents with Salesforce live apps and live Salesforce reports. There are 2 Quip for Customer 360 experiences:ġ.Salesforce in Quip (Salesforce live apps, Log Activity, and others)Ģ.Quip in Salesforce (Quip Lightning components) This powerful addition is the first of its kind and fundamentally changes the way Sales and Service teams get work done together inside the Salesforce Platform. As part of Salesforce’s latest Spring ’19 release, you can now embed Quip’s collaborative documents, spreadsheets, slides, and chat rooms directly within Salesforce objects and records.
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