---
schema_version: "1"
id: 8407d446845e749ecb1187e5e01868b0562cd54e17f7063753242d9126d78b04
title: Create a Salesforce Relationship Map
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_sfdc_relationship_map.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_sfdc_relationship_map.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8d956c01b647889ad6e4823221e8dc85973c3167a79599acd788077664c44e8
description: Use Salesforce data to build a lightweight relationship map in your documents. Create a map with Salesforce record data or add custom cards to build a hybrid map.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Create a Salesforce Relationship Map

Use Salesforce data to build a lightweight relationship map in your documents. Create a map with Salesforce record data or add custom cards to build a hybrid map.

### 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>

- Create relationship map cards from Salesforce records.
- Add records from different object types to the same relationship map.
- Customize which record fields appear on your relationship map cards.

1. In a document, enter @Relationship Map.
    
    ![Import from Salesforce button highlighted](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_import_from_salesforce_button.png)
    
    A placeholder relationship map is added to your document.
2. To build a map with Salesforce data, click **Import from Salesforce**.
3. To create cards based on Salesforce records, select a Salesforce object and enter the record name.
    
    ![Import Salesforce Records modal with Salesforce object suggestions](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_import_sfdc_cards.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 You can select multiple records at once from multiple objects. For example, to import multiple contacts from the Acme Partners account, select **Contacts from Account**, enter Acme Partners, and select the contacts you want to add. To also add a card for the Acme Partners account, change the object to Account, enter Acme Partners, and select **Acme Partners**.
    
    ![Import Acme Partners cards example](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_relationship_map_import_example.png)
4. Click **Import**.
5. Choose which fields appear on your relationship map cards from the Map Builder. To edit or add fields, click **Edit Card Details**, and select the object template you want to customize.
    
    ![Edit Card Details dropdown: Customized Template, Contact Template, Account Template](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_edit_card_details_buttons.png)
6. To customize the fields that show on a card, edit the fields in the Compact View section. You can add more fields in the Detail View section—these fields show when you click **More** on the card.
    
    ![Compact View and Detail View field 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_edit_sfdc_field_map.png)
7. To add a field from the record, click **Add Field**. Select a field and save the action.
8. To change the fields in the compact and detail views, delete and readd the fields.
9. To add a colored dot on a card that indicates its status, add or edit a picklist field, and select **Display a card’s status based on the picklist option**. Choose a status color for each picklist option and save.
    
    ![Picklist options with color indicators](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_edit_picklist_sfdc.png)
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_important.png)
    
    Important Only one field per map can determine the card status.
10. After you set up your fields, add new cards to your map in the Map Builder. To import more Salesforce records, click **Import Salesforce Records**. To create a custom card, enter a name, and click **Add**.
11. To edit your Salesforce cards in the Tree Map or Map Builder, click the card’s **edit pencil**, and update the fields. Save the changes to Salesforce.
12. To edit your custom card fields, click **Edit Card Details**, and select **Customized Template**.
13. From the Map Builder, drag cards to create a hierarchy. To see it in the Tree Map, click **View Map**. To resize the card layout, click **Layout**, and select a layout.
    
    ![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 relationship map lightweight and to avoid document scrolling, we recommend adding up to 10 columns to the map or dividing it into several smaller maps.
14. To make sure that your map is up to date with the latest Salesforce data, from the Tree Map, click **Refresh Records**.

Your relationship map is ready to go! To stay on top of an account’s health and keep in touch with stakeholders, add it to your Account Plans.