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Salesforce setup

Bring your Salesforce data into this account hub. 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 for the integration if you need more info.

Install the Salesforce 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!

Next add your account url →


Add your account URL

Paste your account url or ID here:
https://coda4-dev-ed.develop.lightning.force.com/lightning/r/Account/001Dn000009FB4JIAW/view

(You can find this at the top of your account page)
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Lastly, refresh the sync →




Refresh your Salesforce data

Press this button to refresh data from Salesforce:
Refresh

(This can take a while if you have a large Salesforce org)

The customer center uses individual Email and Slack accounts to send all messages, and if you aren’t linked to the packs you won’t send correct notifications

Test your accounts by adding a row using the button below, then use the Test Slack and Test Email buttons to make sure your accounts are correctly configured. If they aren’t, you’ll be prompted to connect your accounts


Mercedes Benz
Industry: Consulting Type: Customer - Channel
coda4-dev-ed.develop.my.salesforce.com
Account Information
0
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

Salesforce Data

Opportunities overview
2
Account Contacts
1
User
0

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