# Salesforce fields in templates and Preview as record

> Place any field from the record, or its parent records, and preview the template with real data.

Tally Sign University › [Salesforce](https://sign.gettally.io/university/salesforce)

## Link a template to an object

1. Open the template in the editor and choose the **Salesforce** tab on the right.
2. Under **Used for**, pick the object you send it from, for example **Quote**.

![The editor's Salesforce tab with Used for, Who signs and After signing](https://sign.gettally.io/university/salesforce/editor-salesforce-tab.png)

*The Salesforce tab: the object, who signs, what happens after sending and signing, and where quote lines come from.*

Linking sets default signer rules for that object. You can change them in the same tab.

## Insert a field

1. Click in the text where the value should go.
2. Choose **Salesforce field** in the toolbar.
3. Search the list. Fields of the object come first, then related records you can open with the arrow, for example **Account**.
4. Pick a field. It appears on the page as a chip labeled with the field name, for example **Account › Billing Address**.

![The Salesforce field picker showing Account billing fields](https://sign.gettally.io/university/salesforce/editor-field-browser.png)

*Walk from the Quote to its Account and pick a field.*

Behind the chip the template stores a merge field such as:

```
{{record.QuoteNumber}}
{{record.Account.Name}}
{{record.Opportunity.Owner.Name}}
```

| Field type | Shown as |
| --- | --- |
| Date and date/time | October 1, 2026 |
| Currency | In the record's currency, for example $42,994.20 |
| Percent | 12.5% |
| Checkbox | Yes or No |
| Address | Street, then City, State Postal code, then Country on separate lines |

> **Why it matters:** Values are copied into the document when it's created, so the signed PDF keeps the numbers the customer saw, even if the record changes later.

## Preview as record

1. In the editor, choose **Preview as record**.
2. Search for a record by name or number and pick it.
3. The page fills with the record's values and quote lines. The bar at the top lists the signers found and any missing values.
4. Choose **Stop previewing** to go back to editing.

![Search box listing quotes by name, number, account, status and amount](https://sign.gettally.io/university/salesforce/preview-as-record-picker.png)

*Pick a real record.*

![The Order Form filled from quote 00000040 for Brightline Logistics](https://sign.gettally.io/university/salesforce/preview-as-record.png)

*The template filled from a Brightline Logistics quote.*

> **Note:** Missing values are shown in brackets, for example **[Expiration Date]**. Fill them in on the record or change the template.

Next guide: [Who signs (signer rules)](https://sign.gettally.io/university/salesforce/who-signs)

Source: https://sign.gettally.io/university/salesforce/fields-and-preview