---
schema_version: "1"
id: 3985dcecf1d08c6d1bd3364c24d72441bbf45bc3b3ca5fbe956fb3cf6bd28f4f
title: Add a Salesforce Template Record in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_template_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_template_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e8f3ccd416d179a4ba4b6452b8d0a09917549e7dd85f81ed9f597e20b45eb0c
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Add a Salesforce Template Record in Quip

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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15148e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15148e52 ">To configure the Salesforce Record live app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15148e52 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![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 Salesforce Template Records are available only in templates. To use template records, [mark the document as a template](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.") and make sure that the template is unlocked.

1. In a document, enter @Salesforce Record. Click **Insert**.
2. Select **Template Record**.
    
    ![Template Record selected](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_template_record_insert.png)
3. Select the object of the record your template is embedded in. For example, to set up an Account Plan for an Account object, select **Account**, and then **Next**.
    
    ![Account object 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_select_record_object.png)
4. If you don’t see the object or to reference a related object, select **Manual Mode** and enter the information manually.
    
    ![Manual Mode icon 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_template_record_manual_mode_icon.png)
    
    1. To dynamically update the Salesforce Record live app based on a Salesforce field, enter the Record ID with [mail merge syntax](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.").
        
        ![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 Mail merge syntax is case-sensitive. To auto-populate the Account Owner Id using mail merge syntax, enter \[\[Account.Owner.Id\]\] and not \[\[Account.Owner.ID\]\].
        
        ![Manual Mode fields 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_template_record_manual_mode.png)
    2. To set up the Salesforce Record live app for an object related to the Record ID, select the target object type.
    3. To return to List Mode, click **![List Mode 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/quip_list_mode_icon.png).**
5. Select which fields to show and populate with Salesforce record data.
    
    ![Select fields to show on record window](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_template_record_show_fields.png)
6. Click **Done**. After the template record is set up, the fields appear but their values are blank.
    
    ![Empty state for Template Record](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_template_record_empty_state.png)
7. After you finish configuring your template, add it to the Quip Document component so that users can create documents that autopopulate with the record’s data, such as Account Plans.

As you add Salesforce template records to your templates, keep in mind these considerations:

- When you set up Salesforce template records, you see all available fields for an object type. The Salesforce Record live app doesn’t filter out fields not on the embedded record’s layout.