Sharing Reports in Quip

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  • เผยแพร่เมื่อ 1 ต.ค. 2024
  • Through the use of Quip in Salesforce we now have the ability to link reports into Quip documents as a live app. This will place the table portion of the report in the document and it can be refreshed to keep the data up to date. The one negative right now is that you cannot add the report chart or a full dashboard in the document. You can however, create a chart based on the report table. This type of sharing allows you to share report results with users or customers who may not have access to your Org.

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