Salesforce Pack Documentation
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Salesforce Pack Documentation

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Install the pack

Click “Insert” at the top right of your doc

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Choose “Packs” and search for “salesforce

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Add the pack to your doc

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Choose the account to connect with

The Salesforce pack grants you the same permissions (access) as your Salesforce account
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Set view permissions for this connection

You and anyone this doc is shared with is recommended and required for viewing Salesforce data in your doc. This means that if you add data from Salesforce and then share the doc, your team can see the data you added. Think of it as if you exported a SFDC report to Excel.
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Set actions permissions for this connection

Only you is recommended
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You’re all set!

Check out how to next →

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