--- schema_version: "1" id: dcbfc98e58ba590fe6891b043542b46528c0a9746101b6c2f37e47aaa675857b title: Add a Salesforce Related List in Quip collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_related_list_live_app.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_related_list_live_app.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8ff1ad85ff4fad8af3510ae254c97891fd9c7eab70c6c18c2e2673afaa02131a description: Add record-specific related lists to a document with the updated Salesforce List live app. Stay on top of deals and cases with in-line editing, comments, and bi-directional syncing to Salesforce. products: - Quip - Cross Cloud release: "264" --- # Add a Salesforce Related List in Quip Add record-specific related lists to a document with the updated Salesforce List live app. Stay on top of deals and cases with in-line editing, comments, and bi-directional syncing to Salesforce. ### Required Editions
Available in: Lightning Experience
When you import a list view into Quip, you see only the data that you have access to. You can see records that you own, have read or write access to, or are shared with you. List views also include records owned by or shared with users in roles below you in the hierarchy. The fields you see depend on your page layout and field-level security settings. 1. In a document, enter @Salesforce List. ![Select a List View button in Quip](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_select_list.png) 2. Click **Select a List View**. 3. To import a Salesforce list view of records related to a specific object, select **Related List**. 4. Search for the related list you want to import by object type. To find a list view of cases related to a specific account, search for the Account name and then select the related list view type Cases. ![related list picker](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_related_list_picker.png) 5. Click **OK**. ![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 You can add list views from different Salesforce orgs to the same document. To import a related list from a different org, click the org name in the left-hand corner and select the org you want to pull data from. 6. Select the columns you want to appear in your list view by using the arrows to move them from **Available Columns** to **Selected Columns**. ![Select list view columns modal](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_list_view_columns.png) ![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 For easier viewing of longer list views, limit the number of rows per page. In **Rows per page**, enter the number of rows you want to show per list view page. You can change the configuration later by selecting **Configure List View** from the Salesforce List dropdown. 7. Click **Insert List**. 8. To update a list view field, click **![pencil icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/dashboard_pencil_icon.png)** and enter your new text. Edited fields appear in yellow. 9. To save your changes to Salesforce, click **Save to Salesforce**. To revert your related list to its original state, click **Discard All Changes**. 10. To add comments and next steps, click the **comment bubble** and place the yellow dot where you want to leave your comments. [See Salesforce List live app considerations and limitations.](https://help.salesforce.com/s/articleView?id=xcloud.quip_list_considerations.htm&release=264.0.0&type=5 "As you add the Salesforce List live app to your documents, keep in mind these considerations.") #### See Also - [Supported Fields in Salesforce Live Apps and Data Mentions](https://help.salesforce.com/s/articleView?id=xcloud.quip_supported_fields_live_apps.htm&release=264.0.0&type=5 "To add Salesforce live apps and data mentions to your documents, check which Salesforce fields are supported.") - [List Views in Quip: Supported Objects and Lists](https://help.salesforce.com/s/articleView?id=xcloud.quip_list_view_objects.htm&release=264.0.0&type=5 "To add live list views to your documents, check which objects, values, and fields are supported for your Salesforce org.") - [Add a Salesforce Template Related List](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.")