# 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://www.tallysign.com/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://www.tallysign.com/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.

If the template uses fields the new object doesn't have, for example **Quote Number** after switching from Quote to Opportunity, the tab lists them under **Used for**. Replace them, or they stay empty when sending.

> **Note:** When you connect Salesforce, Tally Sign adds starter templates: the **Order Form** for Quotes, the **Opportunity Order Form** for opportunities with products, and the **CPQ Order Form** when Salesforce CPQ is installed.

## 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://www.tallysign.com/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 | October 1, 2026 |
| Date/time | October 1, 2026 at 9:30 AM PDT, in your org's time zone |
| Currency | In the currency of the record the field is on, for example $42,994.20 |
| Currency ISO Code | The code, for example EUR |
| Percent | 12.5% |
| Checkbox | Yes or No |
| Address | On separate lines, in the order the address's country uses, for example 10115 Berlin for Germany |
| Rich text, link and image formulas | Plain text. Links show their web address, and images their description |

Fields also work in the page header and footer, and in the document name.

The examples are for US English. To write dates, numbers and amounts another way, for example 1. Oktober 2026 and 42.994,20 €, set **Document language and region** in **Settings → Company**, or for one template under **Document → Language and region** in the editor.

> **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://www.tallysign.com/university/salesforce/preview-as-record-picker.png)

*Pick a real record.*

![The Order Form filled from quote 00000040 for Brightline Logistics](https://www.tallysign.com/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.

A field that's empty on the record keeps the document as a draft until someone fills it in. If a field may be empty, for example a PO number, open **Fill-ins** in the template, check **Can be empty** under the field, and optionally type what to print instead, such as N/A.

If Tally Sign can't read a field, the bar says so instead of calling it empty. Check that the field still exists under that name and that the Salesforce user Tally Sign is connected as has access to it. A field hidden from you in Salesforce is listed as hidden from you: fill it in on the document, or ask your Salesforce admin for access.

You can search and preview only records you can open in Salesforce, with the fields you can see there. That needs a seat linked to your Salesforce user. Owners and admins without a seat see what the user Tally Sign connects as sees.

Next guide: [Who signs (signer rules)](https://www.tallysign.com/university/salesforce/who-signs)

Source: https://www.tallysign.com/university/salesforce/fields-and-preview