Salesforce Pack Documentation
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Salesforce Pack Documentation

Install the pack

Click “Insert” at the top right of your doc
Salesforce-choose-insert.png

Choose “Packs” and search for “salesforce
Salesforce-choose-salesforce-pack.png

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
Salesforce-choose-account.png

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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