Linking 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 Utility panel).

Additional links — Use the @ command to insert record links (@ commands). Each linked record is added to Related when applicable so collaborators see the full relationship set.

Jots use @ for inline record chips; merge fields are not available on Jots.

Related: Document sidebar · Explorer