---
schema_version: "1"
id: 8e714dccb7b47a1bdd7e3c44ef80eb2000c5431bb7d9ab6592e4f0c23176871d
title: Add a Salesforce Template Data Mention
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_add_template_data_mention.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_template_data_mention.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f052b4a38b98b697c01f765c2c61a3affa09e223e65c7471d8120704f4ff0df
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

 [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/play_btn.png) Watch a Demo](https://salesforce.vidyard.com/watch/bhS8Nr5Xp3oC6Fx7WX82W5) (1 minute)

Salesforce Template Data Mentions are available in documents [marked as a template](https://help.salesforce.com/s/articleView?id=xcloud.quip_mark_as_template.htm&release=264.0.0&type=5 "To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.") 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.

1. To add a template data mention to a template, @mention Salesforce Template Data Mention
2. Click Mention.
3. Select an object type, then select a field. Click Insert.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)
    
    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](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_embed_doc_component.htm&release=264.0.0&type=5 "You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.") update automatically with the latest Salesforce data. Salesforce Template Data Mentions autopopulate only if they match the embedded record’s fields.