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Salesforce Pack guide

Sync Salesforce > Coda

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

Sample Reports and Dashboards⁠

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

Concatenate First and Last Name

Full Name

First Name

Last Name

Jen Salurotri

Jen

Salurotri

jen@acme.com

Qi Polidronstrom

Polidronstrom

qi@acme.com

Zen Yuni

Zen

Yuni

zen@acme.com

There are no rows in this table

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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

Update display column to the Unique and Most Important Column

Opportunity Name

Stage

Fiscal Period

Amount

Expected Revenue

Upsell Deal

Needs Analysis

Q4-2021

$40,000.00

$8,000.00

Expansion into PNW

Id. Decision Makers

Q4-2021

$25,000.00

$15,000.00

2021 Q1 Contract Renewal

Qualification

Q1-2021

$100,000.00

$10,000.00

Sponsorship

Value Proposition

Q4-2021

$86,910.00

$43,455.00

Hardware Sale

Prospecting

Q4-2021

$45,000.00

$4,500.00

No results from filter

$296,910.00

Sum

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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?

Contact Sales

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to learn more.

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