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Data True-Up Tokens in Document Templates
Use Data True-Up tokens in DOCX templates to enable two-way syncing between document content and Salesforce record field values.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Data True-Up Token Overview
| Data True-up Token | Description |
|---|---|
| Definition | A special merge token used to compare and sync field values between a document and its Salesforce record. |
| Token Format | The Only the For example: |
| Purpose | Enables push and pull of field values through the Microsoft 365 Word add-in during document editing. |
| Supported Template Types | Microsoft 365 Word |
| Supported Objects | Standard and custom objects. Only parent-level fields are supported for syncing. |
| Not Supported | Child object fields, PPTX templates, PDF files |
| Tool Required | Microsoft 365 Word add-in |
| Hover Label in Word | When you click tokens with DT_ prefix, they appear with a content
boundary labeled Data True-up field. This helps you distinguish them
from other token types, such as variable tokens. |
| Additional Notes | If you delete an entire line that contains a DT token value in a downloaded document, the associated content boundary can also be removed. |
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