---
schema_version: "1"
id: b0ff15bef1e828dec0fb0c90df2dbbec44f24f48f75e0cb4415c325a65349264
title: Configure Your Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_configure_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_configure_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ef65e52d252707ebd24e0a7f6277770d23062368dab67aa922ccf810e58155f6
description: After you finish gathering your template requirements, build a template in Quip and add the Salesforce data that your company needs.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Configure Your Template

After you finish gathering your template requirements, build a template in Quip and add the Salesforce data that your company needs.

### 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: <strong>Lightning Experience</strong></td></tr></tbody></table>

1. Create a document in Quip.
2. Use headers to create an outline of required template sections. Refer to what data you identified needs to be in your template.
3. Identify sections that require Salesforce data.
4. Add context to relevant sections for your users.
    
    ![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 Keep it simple. Too much formatting can be intimidating for your users and can lead to time lost on formatting rather than content. Try using a checklist or bulleted list.
5. Mark the document as a template. [Tell Me How](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.")
6. Add templated Salesforce data:
    1. [Add dynamic Salesforce records](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_record.htm&release=264.0.0&type=5 "As you set up your templates, use Template Records. When a user creates a document from your embedded template, the Salesforce template records automatically populate with the record’s data and continue to stay up to date. Control the fields that your users see to keep information relevant and boost Account Plan adoption.").
    2. [Add dynamic Salesforce related lists](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_related_list.htm&release=264.0.0&type=5 "As you set up your templates, use Template Related Lists. When a user creates a document from your embedded template, the Salesforce template related lists automatically populate with the record’s data and continue to stay up to date. Configure the Salesforce List live app in Quip to auto-populate with a list of Opportunities related to an Account.").
    3. [Add dynamic Salesforce reports](https://help.salesforce.com/s/articleView?id=xcloud.quip_dynamic_filters.htm&release=264.0.0&type=5 "Save time tailoring your master report to each individual by automatically filtering your reports based on your users, region, and more. Add a filtered Salesforce report to a document embedded in a Salesforce record. Embedded reports dynamically filter based on the record’s data.").
    4. [Add a Salesforce Template Data Mention](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_template_data_mention.htm&release=264.0.0&type=5 "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.").
    5. [Add mail merge syntax](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_templates.htm&release=264.0.0&type=5 "Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. For example, you want to use a document to store an Account Plan for each account. When a user creates an Account Plan, you want it to include the same boilerplate content for every account. But you also want to include specific field values from the account, such as the account name and description.").
7. To let your users create a document from the template, turn on link sharing. From the template, click **Share**, and then include a shareable link. Click **Link Settings** and set access to **View only**.
8. By default, the template is added to your Created by Me private template gallery. You can also share it with specific users or move it to a folder to organize your templates thematically.
    1. From the template, click **Share**.
    2. Enter the name of a folder or person and set the level of access.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_tip.png)
        
        Tip To keep your sandbox templates organized while you test them, we recommend creating a Sandbox Templates folder.
9. Click **Done**.