Account Hub [+template toolkit]

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Data

Salesforce setup

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Here are the steps to bring in your Salesforce data. Reach out if you need help!

Running into any unexpected challenges? Click the question mark at the bottom right of this page or reach out to your account team for help.

We also have

documentation⁠

for the integration if you need more info.

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Install the Salesforce 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!

Next add your account url →

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Add your account URL

Paste your account url or ID here:
https://coda4-dev-ed.develop.lightning.force.com/lightning/r/Account/001Dn000009FB4JIAW/view
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(You can find this at the top of your account page)

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Screen Shot 2023-06-23 at 2.55.42 PM.png

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Lastly, refresh the sync →

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Refresh your Salesforce data

Press this button to refresh data from Salesforce:
Refresh
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(This can take a while if you have a large Salesforce org)

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Mercedes BenzIndustry: Consulting • dickenson-consulting.com • Type: Customer - Channel coda4-dev-ed.develop.my.salesforce.com

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Account Information

Account Information

Name

Created Date

Account Owner

Annual Revenue

Type

Solutions Engineer

CSM

Solutions Engineer Custom Field

1

Mercedes Benz

12/13/2022

Chris James

$50,000,000

Customer - Channel

Polly Rose

Alan Chowansky

There are no rows in this table

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Opportunities

Opportunities

3

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Contacts

Contacts

2

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