Data Integration scenario

You're creating a document and want to pull in the Account Name and Additional Comments from the Opportunity object directly into your document. You would navigate to the Opportunity object in your Salesforce org, and see what the field names are for Account Name and Additional Comments.

Salesforce Classic: to locate the field names of the Account Name and Additional Comments on your Opportunity object, navigate to Setup > Customize > Name of your Object > Fields.

Salesforce Lightning: to locate the field names of the Account Name and Additional Comments on your Opportunity object, navigate to Setup > Object Manager > Name of your Object in Salesforce Lightning.

For standard fields (fields that are a part of Salesforce out-of-the-box, in this example, Account Name), use the Field Name column.

For Custom Fields (fields that you create, in this example Additional Comments) use the API name column.

You'll see that the corresponding field names are Name and Additional_Comments__c. This is the first piece of information you need to create the proper syntax to add to your document.

Next, you need to determine the syntax you want to use.