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          Data True-Up Tokens in Document Templates

          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 DT_ prefix is required to enable Data True-Up functionality. For example: {{DT_FieldName}}.

          Only the DT_ prefix is required. The token mapping from a Data Mapper or Context Service must follow this structure:

          
                   {
                   "DT_<tokenkey>": {
                   "objectId": "<ID of the object for which the field value is computed>",
                   "objectName": "<Name of the reference object>",
                   "fieldName": "<Name of the field from which the value is retrieved>",
                   "fieldValue": "<Actual value of ObjectName.FieldName>"
                   }
                   }
                  

          For example:

          
                   {
                   "DT_start": {
                   "objectId":"800X4000001ohuvIAA",
                   "objectName": "Contract",
                   "fieldName": "StartDate",
                   "fieldValue": "2022-08-20"
                   }
                   }
                  
          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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