---
schema_version: "1"
id: 53ca3bc44dfed363e86ce4ac5e39506d9329e663b5b78a28dce8560cbbb82ba8
title: Live Data in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_understand_live_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_understand_live_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 831e787f38d35cb55565dc3baa46463b6640a05e1ea45f6682f0b57cf667809a
description: Learn about the different live data integrations you can add to your documents, spreadsheets, and templates.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Live Data in Quip

Learn about the different live data integrations you can add to your documents, spreadsheets, and templates.

![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 Salesforce live apps and data integrations are included only for Quip Advanced users. Third-party live apps are available via the App Exchange.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:16.666666666666664%">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38973e51">Live Data</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38973e54">What It Does</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38973e57">How It Works</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38973e60">Refresh Behavior</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38973e63">Export to PDF</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38973e67">Considerations</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>Calendar Live App</strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a calendar to your documents to coordinate projects and work.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Calendar</kbd> in a document. You can @mention
              people, dates, and documents in a calendar event. Drag and drop events to rearrange
              them.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>@Mentions are clickable and open in Quip.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>Users aren't notified of @mentions in live apps, only attached comments.</li>

                <li>Doesn't sync with third-party calendars like Google or iCal. You can build
                  these integrations with the <a href="https://quip.com/dev" target="_blank">Quip API</a>.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>Countdown Live App</strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a countdown clock to your documents to highlight important
              deadlines.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Countdown</kbd> in a document. You can set the end
              date and see it count down in real time.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>@Mentions are clickable and open in Quip.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>Doesn't sync with third-party applications.</li>

                <li>Comments aren't sticky to the individual time elements but to the countdown
                  live app as a whole.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>Kanban Board Live App</strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a kanban board to your documents to easily track tasks.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Kanban Board</kbd> in a document. You can create
              columns, create cards, and set card colors. To move cards to another column, simply
              drag.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>@Mentions are clickable and open in Quip.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>Doesn't sync with third-party applications.</li>

                <li>Doesn't support upvoting.</li>

                <li>Users are notified of @mentions in the kanban card and comments.</li>

                <li>Salesforce recommends a maximum of 50 cards in a Kanban board.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>Poll Live App</strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a voting poll to your documents to get quick and lightweight
              feedback.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Poll</kbd> in a document. You can set voting to
              single or multiple votes, add comments to poll options, and set poll option
              colors.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>@Mentions are clickable and open in Quip.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>Doesn't sync with third-party applications.</li>

                <li>Poll votes are shown in the Conversation pane.</li>

                <li>Users aren't notified of @mentions in the poll option, only attached
                  comments.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>Process Bar Live App</strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a process bar to your documents to track a step-by-step or phased
              process.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Process Bar</kbd> in a document. You can add steps,
              set a process bar color, and add comments to steps. To mark a step as the current
              step, click the dropdown.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>@Mentions are clickable and open in Quip.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>Doesn't sync with third-party applications.</li>

                <li>Users are notified of @mentions in the step and comments.</li>

                <li>You can set different steps to different colors.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>Project Tracker Live App</strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a project tracker spreadsheet to your documents to track projects, set
              project owners, set deadlines, and link to relevant files.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Project Tracker</kbd> in a document. You can add
              projects, edit or add new columns, and customize the different project statuses.
              Columns can be set to people, dates, status, files, or plain text. To @mention a
              document in Quip, use a text column.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>@Mentions are clickable and open in Quip.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>Doesn't sync with third-party applications.</li>

                <li>Users are notified of @mentions in the text columns and people columns.</li>

                <li>Setting deadlines doesn't create a task for the project owner.</li>

                <li>Salesforce recommends a maximum of 50 cards in a project tracker.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map.htm&amp;release=264.0.0&amp;type=5" title="Add lightweight org charts and relationship maps to your documents. Build relationship maps in your Account Plans with imported Salesforce record data. Create custom and Salesforce cards to manage customer relationships, key stakeholders, and relationship health from an Account Plan.">Relationship Map Live App</a>
              </strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add a lightweight relationship map to your documents to map out key
              stakeholders, easily identify deal detractors and influencers, and more.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Relationship Map</kbd> in a document. You can create
              custom and Salesforce cards to manage customer relationships, key stakeholders, and
              relationship health from a document. Add fields, rearrange cards, and add color
              indicators to your custom and Salesforce cards.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">
              <ul>
                <li>If Mirrored Salesforce Permissions are off, the Relationship Map live app
                  doesn't automatically refresh on page load. The live app must be manually
                  refreshed.</li>

                <li>If Mirrored Salesforce Permissions are on, the Relationship Map live app
                  automatically refreshes on page load based on the viewing user's level of
                  access. The live app can also be manually refreshed.</li>

              </ul>
            </td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>Salesforce record fields and records aren't clickable.</li>

                <li>Some formatting doesn’t align.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map_considerations.htm&amp;release=264.0.0&amp;type=5" title="As you use the Relationship Map live app, keep in mind these considerations.">Considerations
                    for the Relationship Map Live App</a>
                </li>

                <li>Supported only in documents and templates.</li>

                <li>Supports only integrations with Salesforce and not third-party
                  applications.</li>

                <li>You can't @mention users or documents in the Relationship Map live app. To use
                  @mentions, add comments.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_record_live_app_overview.htm&amp;release=264.0.0&amp;type=5" title="See your Salesforce records and customize your record views in Quip. You can do bulk updates and sync your changes to Salesforce. You can even add notes and next steps that you can share with your team.">Salesforce Record Live
                  App</a>
              </strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add an embedded Salesforce record to your documents to get the latest record
              information, collaborate on Salesforce data in context, and save edits to Salesforce
              from Quip.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Salesforce Record</kbd> in a document or
              template.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">
              <ul>
                <li>If Mirrored Salesforce Permissions are off, the Salesforce Record live app
                  automatically refreshes on page load based on the permissions of the user who
                  inserted it. The live app can also be manually refreshed by users with full or
                  partial access to the record's fields.</li>

                <li>If Mirrored Salesforce Permissions are on, the Salesforce Record live app
                  automatically refreshes on page load based on the viewing user's level of
                  access. The live app can also be manually refreshed.</li>

              </ul>
            </td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>The Salesforce record name is clickable and opens the record in
                  Salesforce.</li>

                <li>Salesforce record fields aren't clickable.</li>

                <li>Some formatting doesn’t align.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_supported_fields_live_apps.htm&amp;release=264.0.0&amp;type=5" title="To add Salesforce live apps and data mentions to your documents, check which Salesforce fields are supported.">Supported Fields in
                    Salesforce Live Apps</a>
                </li>

                <li>You can't @mention people or documents in the Salesforce Record live app. To
                  use @mentions, add comments.</li>

                <li>Supports only integrations with Salesforce and not third-party
                  applications.</li>

                <li>Updates to the Salesforce Record live app don't appear in the document's
                  conversation pane.</li>

                <li>You can change Salesforce Data Permissions from the Quip Admin Console.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_list_live_app_overview.htm&amp;release=264.0.0&amp;type=5" title="See your Salesforce list views and related lists in Quip. You can do bulk updates, sync your changes to Salesforce, and add list view filters. You can even add notes and next steps that you can share with your team.">Salesforce List Live
                  App</a>
              </strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add an embedded Salesforce list view or related list view to your documents to
              do bulk updates, sync your changes to Salesforce, and add list view filters. You can
              even add notes and next steps that you can share with your team.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Salesforce List</kbd> in a document or
              template.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">
              <ul>
                <li>If Mirrored Salesforce Permissions are off, the Salesforce List live app
                  automatically refreshes on page load based on the permissions of the user who
                  inserted it. The live app can also be manually refreshed by any user with access
                  to the document.</li>

                <li>If Mirrored Salesforce Permissions are on, the Salesforce List live app
                  automatically refreshes on page load based on the viewing user's level of
                  access. The live app can also be manually refreshed.</li>

              </ul>
            </td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>The Salesforce list view name is clickable and opens the list view in
                  Salesforce.</li>

                <li>Salesforce records aren't clickable.</li>

                <li>Some formatting doesn’t align.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_list_considerations.htm&amp;release=264.0.0&amp;type=5" title="As you add the Salesforce List live app to your documents, keep in mind these considerations.">Considerations for List
                    Views in Quip</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_supported_fields_live_apps.htm&amp;release=264.0.0&amp;type=5" title="To add Salesforce live apps and data mentions to your documents, check which Salesforce fields are supported.">Supported Fields in
                    Salesforce Live Apps</a>
                </li>

                <li>You can't @mention people or documents in the Salesforce List live app. To use
                  @mentions, add comments.</li>

                <li>Supports only integrations with Salesforce and not third-party
                  applications.</li>

                <li>You can change Salesforce Data Permissions from the Quip Admin Console.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_einstein_analytics_overview.htm&amp;release=264.0.0&amp;type=5" title="Add live CRM Analytics dashboards to your documents and templates. You can update dashboard filters, interact with the components, and collaborate with your team on live Salesforce data.">CRM Analytics Live
                  App</a>
              </strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add an embedded CRM Analytics dashboard to your documents to update dashboard
              filters, interact with components, and collaborate on Salesforce data.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>CRM Analytics</kbd> in a document or
              template.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">NA</td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">NA</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_supported_fields_live_apps.htm&amp;release=264.0.0&amp;type=5" title="To add Salesforce live apps and data mentions to your documents, check which Salesforce fields are supported.">Supported Fields in
                    Salesforce Live Apps</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_ea_limitations.htm&amp;release=264.0.0&amp;type=5" title="As you add live CRM Analytics dashboards to your documents, be aware of these considerations.">CRM Analytics Live App
                    Considerations</a>
                </li>

                <li>You can't @mention people or documents in the CRM Analytics live app. To use
                  @mentions, add comments.</li>

                <li>Supports only integrations with Salesforce and not third-party
                  applications.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_filter_live_report.htm&amp;release=264.0.0&amp;type=5" title="Apply your Salesforce report’s custom filters in Quip. Edit filter values to create a customized report view that you can share and collaborate on with your team.">Live Salesforce Reports</a>
              </strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add an embedded Salesforce report to your documents to get the latest report
              information, collaborate on Salesforce data in context, and add custom Quip filters
              to your reports.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Salesforce Report</kbd> in a document or
              template.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">
              <ul>
                <li>If Mirrored Salesforce Permissions are off, Salesforce reports automatically
                  refresh on page load based on the permissions of the user who inserted it.
                  Reports can also be manually refreshed by any user with access to the
                  document.</li>

                <li>If Mirrored Salesforce Permissions are on, Salesforce reports don't
                  automatically refresh on page load. Salesforce reports can also be manually
                  refreshed based on the viewing user's level of access.</li>

              </ul>
            </td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>Salesforce records in the report are clickable and open in Salesforce.</li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>Supported only in documents and templates.</li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_report_considerations.htm&amp;release=264.0.0&amp;type=5" title="As you add Salesforce reports to your documents, keep in mind these considerations.">Considerations for
                    Salesforce Reports in Quip</a>
                </li>

                <li>You can't save changes to filters made in Quip to Salesforce.</li>

                <li>You can't @mention people or documents in reports. To use @mentions, add
                  comments.</li>

                <li>Supports only integrations with Salesforce and not third-party
                  applications.</li>

                <li>You can change Salesforce Data Permissions from the Quip Admin Console.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Live Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e51 ">
              <strong>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_data_mentions.htm&amp;release=264.0.0&amp;type=5" title="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.">Salesforce Data Mentions</a>
              </strong>
            </td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e54 ">Add live Salesforce data to your documents, spreadsheets, and templates. 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.</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e57 ">@Mention <kbd>Salesforce Data Mention</kbd> in a document,
              spreadsheet, or template.</td>

            <td data-label="Refresh Behavior" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e60 ">
              <ul>
                <li>If Mirrored Salesforce Permissions are off, Salesforce data mentions refresh
                  on a page load or through a manual data mention reload based on the permissions
                  of the user who inserted it. Data mentions can also be manually refreshed by any
                  user with access to the document. </li>

                <li>If Mirrored Salesforce Permissions are on, live data mentions (LDM) are
                  refreshed only during two scenarios. Either the user loads a document with a
                  given LDM based on the viewing user’s level of access, and the record hasn’t
                  been refreshed in the last 10 minutes, or, the user manually refreshes a data
                  mention.</li>

              </ul>
            </td>

            <td data-label="Export to PDF" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e63 ">
              <ul>
                <li>Data mentions don't expand and aren't clickable. </li>

                <li>You can't open comments.</li>

              </ul>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d38973e67 ">
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=xcloud.quip_data_mentions_considerations.htm&amp;release=264.0.0&amp;type=5" title="As you use Salesforce Data Mentions and Salesforce Template Data Mentions, keep in mind these considerations.">Considerations for
                    Salesforce Data Mentions</a>
                </li>

                <li>You can't @mention people or documents in Salesforce data mentions. To use
                  @mentions, add comments.</li>

                <li>Supports only integrations with Salesforce and not third-party
                  applications.</li>

                <li>You can change Salesforce Data Permissions from the Quip Admin Console.</li>

              </ul>
            </td>

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