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Folio Jot
- Record Links only: search and insert a Salesforce record chip inline.
- No Live Fields and no write-back on Jots.
Folio Docs
Two primary actions:
- Insert a Record Link: insert a clickable record chip; the record joins Related when applicable (Link Documents to Records).
- Insert a Live Field: pick an allowed field; Folio shows a live chip with the current value from Salesforce. Values refresh when the record changes.
When write-back is enabled for a field, users can edit the chip and save back to the Salesforce field (per product rules).
Chip actions
After inserting a chip, open its menu to:
- Switch between record link and Live Field (and pick a field).
- Change which field is referenced.
- Remove the chip.
Administration of which objects and fields appear is in the Admin Panel.
Related: Compare Folio Jot and Folio Docs · Use the Utility Panel