Tableau CRM Dashboards in Quip
Add live Tableau CRM dashboards to your documents and templates. You can update dashboard filters, interact with the components, and collaborate with your team on live Salesforce data.
Keep all of your account information in one place with Tableau CRM dashboards in your Account Plans. With interactive filtering, you can get personalized dashboards that help you focus on closing your opportunities. Your Account Plans combine the power of free-form content and Salesforce data, saving you time switching between Quip and Salesforce.
Make your Tableau CRM dashboards dynamic with Template Mode. After you set it up using mail merge syntax, dashboards added to an embedded document auto-populate based on the Salesforce record.
Set up your organization to use Tableau CRM (formerly Einstein Analytics) dashboards in Quip. After you set it up, users can see and update filters directly in their documents and slides.
Set Up the Tableau CRM Live App in Quip
REQUIRED EDITIONS AND USER PERMISSIONS
| Available in: Lightning Experience |
| USER PERMISSIONS NEEDED | |
|---|---|
| To configure the Tableau CRM live app: | Customize Application |
To access the Tableau CRM live app in Quip, users need a Tableau CRM Growth or Tableau CRM Plus license.
- In Salesforce, go to the Setup page.
- In the Quick Find box, enter CORS and click New.
- For the Origin URL Pattern, enter https://*.quipelements.com
- In the Quick Find box, enter Analytics.
- Under Analytics, click Allowlist, and then New.
- Enter a site name. To make it easier to identify later, we recommend naming it TableauCRMQuip.
- For the site URL, enter https://element-e-w-j-aj-a-hh-o-xa.quipelements.com.
- Click Save and New.
- Enter your Quip site name.
- Enter your Quip site URL using the format https://yourquipsite.quip.com. Save the action.
- In the Quick Find box, enter CSP and select CSP Trusted Sites.
- Click New Trusted Site.
- Enter a site name. To make it easier to identify later, make the name unique and specific to the URL.
- For the site URL, enter https://*.salesforce-experience.com. Click Save and New.
- To create six more CSP
trusted sites, repeat the last two steps with these URLs:Trusted Site URLs
- https://yourquipsite.quip.com
- https://*.salesforce.com
- https://*.force.com
- https://*.site.com
- https://*.salesforce-communities.com
- https://*.salesforce-sites.com
- Save the action.
Your users can now add Tableau CRM dashboards to their documents with a simple @Tableau CRM.
EXAMPLE
Tableau CRM Live App Considerations
As you add live Tableau CRM (formerly Einstein Analytics) dashboards to your documents, be aware of these considerations.
Tableau CRM Limits
The Tableau CRM live app in Quip has the same limitations as Tableau CRM, like limits to internationalization, scheduled updates, and SAQL query limitations. Tell Me More
Tableau CRM Licenses
Only users with Tableau CRM Growth or Tableau CRM Plus licenses can insert and view the Tableau CRM live app in Quip.
Analytics on Quip Mobile and Desktop Apps
Tableau CRM dashboards aren’t supported in the Quip mobile or desktop apps. The only supported access to Tableau CRM is via your browser or Lightning app pages.
Export to PDF
Exporting Tableau CRM dashboards in a document to a PDF is not currently supported.
Sync Changes to Salesforce
Filter configurations made in Quip aren’t saved in Analytics Studio.
Offline Access
To check that a user has a Tableau CRM license, users can access the Tableau CRM live app only when connected to the internet.
Quick Actions
Quick actions added to Salesforce objects like Log a Call or New Task aren’t available from the Tableau CRM live app.
Template Mode Filters
When you set up Template Mode for the Tableau CRM live app, only global filters added in Analytics Studio are supported. You can’t use filters added from the Lightning App Builder in Template Mode.
You can configure Template Mode filters only before you clone a document from a template. Edits to Template Mode filters after the document is cloned aren’t reflected in the document dashboards.
Salesforce Connection
Your Quip site’s connected Salesforce org and your embedded document’s Salesforce org must be the same for Template Mode to work.
Filter Tableau CRM Dashboards Based on a Salesforce Record
Use Template Mode to add live Tableau CRM dashboards to your templates that auto-filter based on the Salesforce record they’re embedded in.
REQUIRED EDITIONS AND USER PERMISSIONS
| Available in: Lightning Experience |
| USER PERMISSIONS NEEDED | |
|---|---|
| To configure the Tableau CRM live app: | Customize Application |
To configure the Tableau CRM live app in Quip, you need a Tableau CRM Growth or Tableau CRM Plus license.
- In a document, enter @Tableau CRM. 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 Tableau CRM dropdown and select Template Mode.
- To dynamically update your Tableau CRM 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 Tableau CRM live app auto-filters based on that record.