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Salesforce account viewer
Account viewer

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Setup

1. Connect to Salesforce.

You will need someone to authenticate with Salesforce in order for this doc to pull Salesforce records. You should have already been prompted to do this when you copied the doc, but if you have not done so yet, go to the top right nav and click Insert then Packs and finally Salesforce. From the settings tab in the menu. you should be able to set a shared account to use for this doc.

2. Set your sub-domain.

In the text box below, enter your Salesforce sub-domain. It should be available in the url bar in your browser when you navigate to Salesforce.
https://
codaprojectinc-dev-ed
⁠
.lightning.force.com/

3. Sync the Users table.

Below, you will find the Users table. This is needed to find the Account Owners by their Salesforce ID. If you hover over the table below, an edit link should appear. Clicking on this will open a table options panel which you can use to set the sync account to the account you set up in
step 1.
⁠
Once you’ve set up the account, click “Sync Now,” and it will bring in your company’s user data.
User
Not synced yet
Record
Synced
Sync account
Full Name
Url
1
0054x000001yBMdAAM
lane@codadoc.io
Christopher Eck
2
0054x0000037qXRAAY
lane@codadoc.io
Integration User
3
0054x0000037qXSAAY
lane@codadoc.io
Automated Process
4
0054x0000037qXUAAY
lane@codadoc.io
Platform Integration User
5
0054x0000037qXVAAY
lane@codadoc.io
Data.com Clean
6
0054x0000037qXWAAY
lane@codadoc.io
Chatter Expert
7
0054x0000037qXXAAY
lane@codadoc.io
Security User
8
0054x000003ZXFwAAO
lane@codadoc.io
Coda App
9
0054x000004mkM5AAI
lane@codadoc.io
System
10
0054x000004mkQHAAY
lane@codadoc.io
Buck Dubois
There are no rows in this table
⁠

4. Select custom fields (optional).

Coda’s Salesforce Pack requires some special syntax to pull custom fields. This table makes it easy for you. Use the table below to list out your Salesforce custom field names. If you need help, you can see your custom field names to the right of the table.
All custom fields
1
2
Display Name
Field Name
Field Value
Renewal Deadline
SLA Expiration Date
2021-02-05
Locations
Number of Locations
2
There are no rows in this table
⁠

Custom fields:

⁠
Customer Priority
SLA
Active
Number of Locations
Upsell Opportunity
SLA Serial Number
SLA Expiration Date
⁠
⁠

5. Create your own queries (optional).

This doc is driven by
lookups
⁠
driven by Salesforce queries on the
Account object
⁠
. If you’re feeling confident with the structure of the doc, you can add other query types if you’d like!
All Search Queries
Name
Query Template
Query
SFDC Result
Is Selected
Selected SFDC Record
1
Name
Name Like '%{1}%'
Name Like '%Edge%'
Edge Communications
true
Edge Communications
2
Website
Website Like '%{1}%'
Website Like '%Edge%'
​
false
​
3
Id
Id = '{1}'
Id = 'Edge'
​
false
​
There are no rows in this table
⁠
Calc_SelectedSearchType :
@Name
⁠
⁠
Calc_SelectedRecord:
Edge Communications
⁠
⁠

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