---
schema_version: "1"
id: ae72756688955ebcd026622f9ea8becda05db06435fb57f145339edfc6520087
title: Salesforce Data Mentions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_data_mentions.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_data_mentions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f9e24646341412dd3e179925847358ae8494533d8d0366f5f3e8c0a090738829
description: Add live Salesforce data to your documents, spreadsheets, and Account Plans without getting in the way of your formatting. With in-line data mentions, data reads like normal text but stays up to date and syncs with Salesforce. Edit the record fields from the data mentions, making it easier to keep your Salesforce work in Quip.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Salesforce Data Mentions

Add live Salesforce data to your documents, spreadsheets, and Account Plans without getting in the way of your formatting. With in-line data mentions, data reads like normal text but stays up to date and syncs with Salesforce. Edit the record fields from the data mentions, making it easier to keep your Salesforce work in Quip.

### 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>

![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 Looking for Sales Account Plans or Trade Promotion Management (TPM) account plans? See [Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans.htm&type=5&language=en_US) or [Review Your Sales Targets with TPM Account Plans](https://help.salesforce.com/s/articleView?id=ind.tpm_concept_admin_account_plan_parent.htm&type=5&language=en_US).

!["Acme Partners" data mention hover state in an Opportunity Plan](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_data_mention_hover.png)

Keep your Account Plans up to date and account specific. Use live Salesforce data mentions to create a hybrid Quip and Salesforce experience. Create a custom spreadsheet in Quip that pulls data from multiple sources and includes live Salesforce data mentions at the field level. Collaboration with other teams is a breeze when all your data is in one place.

- **[Decide Between Template Data Mentions and Mail Merge](https://help.salesforce.com/s/articleView?id=xcloud.quip_mail_merge.htm&release=264.0.0&type=5)**  
    Templates save time copying and pasting, standardize your business practices, and help you get the most out of your Salesforce data. To auto-fill your embedded templates with data from a Salesforce record, you can use Salesforce Template Data Mentions or mail merge syntax.
- **[Set Up Salesforce Data Mentions](https://help.salesforce.com/s/articleView?id=xcloud.quip_data_mention_setup.htm&release=264.0.0&type=5)**  
    Let users @mention Salesforce data in documents in line without manually refreshing it.
- **[Add a Salesforce Data Mention](https://help.salesforce.com/s/articleView?id=xcloud.quip_add_data_mention.htm&release=264.0.0&type=5)**  
    Use Salesforce data seamlessly in your documents and spreadsheets with Salesforce Data Mentions. Mention live data from Salesforce to see dynamic fields that stay updated with the latest Salesforce data. Update fields from your documents and spreadsheets and sync them to Salesforce.
- **[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.
- **[Considerations and Limitations for Salesforce Data Mentions](https://help.salesforce.com/s/articleView?id=xcloud.quip_data_mentions_considerations.htm&release=264.0.0&type=5)**  
    As you use Salesforce Data Mentions and Salesforce Template Data Mentions, keep in mind these considerations.