Salesforce Pack guide

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Salesforce Pack guide

Salesforce Pack guide

Salesforce Pack guide

Coda makes it easy for you to plan, manage, and track your Salesforce data. Use this guide to get started with the Salesforce Pack in Coda.

Connect to Salesforce

Sync Salesforce > Coda

Send Coda > Salesforce

Coda’s Salesforce Pack allows you to bring your Salesforce accounts, opportunities, contacts, and activities directly into a Coda doc—or create Salesforce records directly from Coda. Learn more about other Coda Packs with other tools like Slack, Jira, and Gmail

here⁠

Navigate through the pages below to get started. If you have any trouble, you can always reach out to Coda’s awesome support team at

support@coda.io.⁠

⁠

Connect to Salesforce Use these step-by-step instructions to connect your Coda account to Salesforce. Initial sign-in typically takes less than 2 minutes.⁠

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Sync Salesforce > Coda Coda docs become even more powerful when you bring your Salesforce Reports and Records directly into your doc. Review the two pages below for step-by-step instructions and sample use cases.⁠

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Send Coda > Salesforce With the Salesforce Pack, you can do your work in Coda, then seamlessly publish the data to Salesforce with the click of a button. These pages show example use cases, along with instructions on how to set them up.⁠

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Additional resources See how others are using the Salesforce pack in their Coda docs. Explore the samples below or review the Gallery for inspiration.⁠

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P.S. This doc is intended to help with the initial set-up steps for the Salesforce Pack. Before you get started, I recommend that you

Copy this doc

⁠

so you can review the formulas and column details included throughout the doc.

Gallery

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