--- schema_version: "1" id: 325fa38c628189fd237a397fdd3b11a6a233109e14b636b1939ba2ab7b0062eb title: Considerations and Limitations for 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_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_data_mentions_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8dbc2ab89834e5fb30fe752dc0ad2bf6f03536346cf5fea16f20b647df821c0c description: As you use Salesforce Data Mentions and Salesforce Template Data Mentions, keep in mind these considerations. products: - Quip - Cross Cloud release: "264" --- # Considerations and Limitations for Salesforce Data Mentions As you use Salesforce Data Mentions and Salesforce Template Data Mentions, keep in mind these considerations. ### Required Editions
Available in: Lightning Experience
## Salesforce Data Mentions Auto-Enabled All Quip sites have Salesforce Data Mentions and Salesforce Template Data Mentions enabled. ## Quip Integration Access User Permission With the Quip Integration Access user permission, users can refresh Salesforce Data Mentions manually through the live app or by refreshing the Quip document for particular Salesforce objects. Assign the permission to an entire Salesforce org rather than to individual users. By default, the Quip Integration Access user has Read and View All Records permissions on Salesforce objects. With Winter ’21, all Salesforce orgs connected to Quip are assigned the Quip Integration Access user permission. The permission doesn’t control which users can create Salesforce Data Mentions. Any Quip user with access to a Salesforce org connected to Quip can create Salesforce Data Mentions. For example, if your org is assigned the Quip Integration Access permission, a user can create a Salesforce Data Mention in Quip for the Account Name field of an account in Salesforce. Quip refreshes the data mention when the document is reloaded to show changes made in Salesforce in the Quip document. However, if you remove the Quip Integration Access permission or update it to exclude the Account object, Quip doesn’t refresh the data mention or show the corresponding Salesforce information after a page refresh or manual refresh of the data mention. ## Salesforce Data Permissions If Mirrored Salesforce Permissions (MSP) aren’t enabled: - Users with access to a Salesforce record or field can mention it in a document. - Users with access to the document can see its data mentions regardless of their own Salesforce permissions. Access to Salesforce Data Mentions is based on the inserting user’s access level, not the viewing user’s level. - Only users with edit permissions in Salesforce can sync changes to Salesforce. If MSP is enabled: - Users that are logged in to Salesforce but don’t have Salesforce access to the record can’t see any of its data. - Users that are logged in to Salesforce but don’t have access to certain fields of a record can’t see those fields. - Users that aren’t logged in to Salesforce can’t see any data mentions or data. - The Salesforce data mention refreshes on page load or manual live app refresh. Every time the data mention refreshes, it checks the viewing user’s access to the record and data. - Only users with edit permissions in Salesforce can sync changes to Salesforce. If MSP is enabled, live data mentions (LDM) are refreshed only in these two scenarios. - The user loads a document with a given LDM and the record hasn’t been refreshed in the last 10 minutes. - The user manually refreshes a data mention. ## Document, Chat Room, and Spreadsheet Limitations Data mentions added to the body of a document, a chat room, or a spreadsheet aren’t searchable. Salesforce Data Mentions data is hidden in the conversation pane and appear as Data Mention. You can’t insert a data mention in a comment, conversation pane, or chat. You can only use Salesforce Template Data Mentions in spreadsheets embedded in a document. The following spreadsheet functionality isn’t available when Mirrored Salesforce Permissions are enabled: - You can’t filter or sort Salesforce Data Mentions in a spreadsheet. - If a formula uses a Salesforce Data Mention you don’t have access to, you don’t see the calculated value. - Spreadsheets and documents exported to a PDF show empty cells for Salesforce Data Mentions. ## Salesforce Template Data Mentions - When you create a Salesforce Template Data Mention, you can display fields in the @mentioned object or fields in objects that are linked to the @mentioned object. For example, you can create a Salesforce Template Data Mention that displays the Account Name field of an Account that’s linked to an Opportunity by the Account ID field (**Opportunity** | **Account ID** | **Account** | **Account Name**). However, you can’t display fields in objects that are linked to the @mentioned object by more than one lookup field or two other types of fields. For example, you can’t create a Salesforce Template Data Mention that displays the Owner of the Account mentioned in the previous example (**Opportunity** | **Account ID** | **Account** | **Owner ID** | **Owner**). - When you create a document from a template that includes Salesforce Template Data Mentions, the @mentioned fields can be empty in Salesforce. If an @mentioned field is empty when you create a document, Quip automatically populates it when a user populates it in Salesforce unless the field is a lookup field. ## User-Connected Salesforce Orgs Salesforce orgs connected to Quip by users, and not by an admin in Salesforce, aren’t automatically assigned the Quip Integration Access user permission. Users can still use Salesforce Data Mentions from that Salesforce org, but the data doesn’t automatically refresh. ## Staged Edits You can’t stage edits for Salesforce Data Mentions. Any unsaved edits are lost. ## Redacted Fields Data that is redacted or hidden because of permissions are still saved in Quip’s database. ## Field Visibility Quip uses Salesforce page layouts to obtain field data for Salesforce Data Mentions. Before you can @mention a Salesforce field, it must appear in a page layout that you can modify with the original page layout editor. If a field is on a Lightning page but isn’t part of a page layout, Salesforce Data Mentions of the field don’t work. #### See Also - [Customize Page Layouts with the Original Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcustomize_ple.htm&type=5&language=en_US)