Add a Salesforce Template Data Mention

As you set up your templates, use Salesforce Template Data Mentions instead of mail merge syntax. When a user creates a document from your embedded template, the Salesforce Data Mentions automatically populate with record’s data and continue to stay up to date.

Required Editions

Available in: Lightning Experience

Watch a Demo (1 minute)

Salesforce Template Data Mentions are available in documents marked as a template and embedded in a record. To insert a Salesforce Template Data Mention, you can:

@Mention Salesforce Template Data Mention.
Select Salesforce Template Data Mention from the Insert menu.

To add a template data mention to a template, @mention Salesforce Template Data Mention
Click Mention.
Select an object type, then select a field. Click Insert.

Note When creating the template, you can insert any field on the object’s record layout. When a user creates a document from the template, only the fields that the user has access to populate.

The data mentions in documents created from the template embedded in a record update automatically with the latest Salesforce data. Salesforce Template Data Mentions autopopulate only if they match the embedded record’s fields.