Salesforce account viewer

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Salesforce account viewer

Salesforce account viewer

Account viewer

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

User

Record

Synced

Sync account

Full Name

Url

0054x000001yBMdAAM

lane@codadoc.io

Christopher Eck

0054x0000037qXRAAY

lane@codadoc.io

Integration User

0054x0000037qXSAAY

lane@codadoc.io

Automated Process

0054x0000037qXUAAY

lane@codadoc.io

Platform Integration User

0054x0000037qXVAAY

lane@codadoc.io

Data.com Clean

0054x0000037qXWAAY

lane@codadoc.io

Chatter Expert

0054x0000037qXXAAY

lane@codadoc.io

Security User

0054x000003ZXFwAAO

lane@codadoc.io

Coda App

0054x000004mkM5AAI

lane@codadoc.io

System

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

All custom fields

Display Name

Field Name

Field Value

Renewal Deadline

SLA Expiration Date

Locations

Number of Locations

There are no rows in this table

⁠

Custom fields:

⁠

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

All Search Queries

Name

Query Template

Query

SFDC Result

Is Selected

Selected SFDC Record

Name

Name Like '%{1}%'

Name Like '%Edge%'

true

Website

Website Like '%{1}%'

Website Like '%Edge%'

false

Id = '{1}'

Id = 'Edge'

false

There are no rows in this table

⁠

Calc_SelectedSearchType :

@Name

⁠

Calc_SelectedRecord:

[ ]

⁠

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