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Add Salesforce Reports to Coda

This page describes how to add a new Salesforce report to Coda. You can watch the 2 minute video walkthrough or follow along with the written instructions and screenshots.
Please copy this doc if you wish to review the formulas in each table column.
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Written Instructions and Screenshots

1. Create your report in Salesforce with the desired columns (if not already).

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Tip: Add a unique identifier to your Salesforce Report
Salesforce reports must contain a unique identifier for each record. IUpdate your Salesforce report to add a unique attribute (for example, Account ID for an Accounts report, Opportunity ID for an Opportunities report, etc.). Otherwise, you will see an error like the below when you attempt to sync your report to Coda.
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2. Add a new Salesforce Report table.

There are two ways to add a table to your Coda doc.
Option 1: Type /Salesforce in your doc and select Salesforce in the menu that pops up.
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Option 2: Select Insert > Packs to use the Packs menu.
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Select Salesforce from the list of Packs.
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Drag and drop the desired Salesforce Report into your doc:
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3. Hide unnecessary columns .

After adding your Salesforce Report as a table in Coda, you can now update the table in the same ways that you can update any table in Coda. Add new columns with details from Salesforce. Change the column type and select Report Record to see the additional fields available.
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You can also hide columns that aren’t relevant:
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Change the view by using filters, updating the display, or adding new columns. See for a few example.

4. Update columns or convert columns types for easier reporting.

Salesforce sends records to Coda in one large package of information. As you can see when you hover over one of the Salesforce record chips, each record references all information associated with it. This package of information can be problematic when you want to display your report or filter on data. Below are a few examples of how you can update the report to optimize in Coda.
Concatenate First and Last Name
1
Not synced yet
Full Name
First Name
Last Name
Email
1
Jen Salurotri
Jen
Salurotri
jen@acme.com
2
Qi Polidronstrom
Qi
Polidronstrom
qi@acme.com
3
Zen Yuni
Zen
Yuni
zen@acme.com
There are no rows in this table

For Contact and Lead reports, I recommend adding a Full name field to concatenate First and Last Name. Then, update the Full Name column to be your display column.
Update display column to the Unique and Most Important Column
1
Not synced yet
Opportunity Name
Stage
Fiscal Period
Amount
Expected Revenue
1
Upsell Deal
Needs Analysis
Q4-2021
$40,000.00
$8,000.00
2
Expansion into PNW
Id. Decision Makers
Q4-2021
$25,000.00
$15,000.00
3
2021 Q1 Contract Renewal
Qualification
Q1-2021
$100,000.00
$10,000.00
4
Sponsorship
Value Proposition
Q4-2021
$86,910.00
$43,455.00
5
Hardware Sale
Prospecting
Q4-2021
$45,000.00
$4,500.00
No results from filter
$296,910.00
Sum
By default, the display column is set as the Salesforce Record ID, which isn’t helpful when referring the record in charts. Find the unique and most important column (for example, the Opportunity Name in an Opportunity report), and select set as display column from the column menu dropdown.
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Interested using the Salesforce Pack with Coda? to learn more.
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