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            Add a Salesforce Data Mention

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            Add a Salesforce Data Mention

            Use Salesforce data seamlessly in your documents and spreadsheets with Salesforce Data Mentions. Mention live data from Salesforce to see dynamic fields that stay updated with the latest Salesforce data. Update fields from your documents and spreadsheets and sync them to Salesforce.

            Required Editions

            Available in: Lightning Experience

            To add a Salesforce Data Mention to a document or spreadsheet, you need view access to the Salesforce record or field. To edit the data mention, you need edit access in Salesforce.

            To insert a Salesforce Data Mention, you can:

            • @Mention Salesforce Data Mention and enter the record name.
            • @Mention the record name and select the field.
            • Select Salesforce Data Mention from the Insert menu.
            • Paste a Salesforce record URL in a document. You can then choose to show the URL as a Salesforce data mention and decide whether to mention the record or a specific record field.

            See Also

            Add a Salesforce Data Mention to a Document

            Mention live data from a Salesforce record or field in your documents without breaking the flow of your content.

            Required Editions

            Available in: Lightning Experience
            1. To add a data mention starting from a record, @mention the record name in a document.
              @Acme Partners entered in a document.
            2. Click Mention.
            3. To mention a record field, enter or select the field name.
              Hover state for the Acme Partner data mention
            4. To see a compact layout of the record, hover over the data mention. To update record fields, click Edit Record.
              Hover state for the Acme Partner data mention
            5. To add available fields from the record to your layout, edit the fields or click Customize Layout.
            6. Click Save to Salesforce. Edits that aren’t saved to Salesforce are lost.

            Salesforce Data Mentions added to your documents update automatically with the latest Salesforce data.

            Add a Salesforce Data Mention to a Spreadsheet

            Mention live data from a Salesforce record or field in your spreadsheets to keep calculations and more up to date.

            Required Editions

            Available in: Lightning Experience
            1. To add a data mention starting from a record, @mention the record name in the spreadsheet.
              @Haven Enterprises entered in a spreadsheet.
            2. Click Mention.
            3. To mention a record field, enter or select the field name.
              Hover state for the Haven Enterprises data mention.
            4. To see a compact layout of the record, hover over the data mention. To update record fields, click Edit Record.
              Hover state for the Haven Enterprises data mention.

            Salesforce Data Mentions added to your spreadsheets update automatically with the latest Salesforce data.

             
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