Release Notes

February 16, 2021

What's New

  • More visibility into documents linked to Salesforce Records:Salesforce record relationships are now visible in Quip navigation. In the “All Files” tab, icons are now displayed next to documents that are linked to Salesforce Records. We hope that this feature makes it easier for users to find the documents related to their most important records whether in Quip or Salesforce. For Web.

  • Template support for Data Mentions: In your templates, replace your mail merge syntax of record fields with Data Mentions. Data Mentions offer a more user-friendly way to define what object and field you want to templatize and when a document is created from that template, your Salesforce record data will always be in sync with Salesforce! To do so, mark a document as a template, enter @Salesforce Data Mention Template, and select object type and field. For Web.

  • Formula support for Data Mentions when MSP is enabled: If your Quip site has Mirror Salesforce Permissions “enabled”, we now support formulas for cells that contain a Data Mention. Let’s say you mention the “Amount Value” field of several opportunities. You can use a formula, like SUM, to calculate the total amount value. For Web.

  • Value of Data Mention shows up in document title and export Previously, if you had a Data Mention in the title of your doc or in a spreadsheet cell, it showed up as static “Data Mention” text. We fixed that. Now you will see the actual value of the Data Mention. For Web .