Link Documents to Records

Documents created from a record page automatically link to that Salesforce record. The relationship surfaces in the Related area at the top of the Document (see Use the Utility Panel).

Additional links: use the @ command to insert record links (Insert Mentions with @). Each linked record is added to Related when applicable so collaborators see the full relationship set.

Jots use @ for inline record chips; Live Fields are not available on Jots.

Related Lists inside Documents

For linked records, you can also embed a Related List inside a Document to show an up-to-date slice of Salesforce list data (for example Opportunities, Contacts, or Cases), with control over columns and filters.

See Embed Related Lists.

Related: View Related Documents · Browse Folio Home