Salesforce Pack guide

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Salesforce Pack guide

Salesforce Pack guide

Send Coda > Salesforce

Generate leads

One common use case for the Salesforce Pack is to push new leads from a Coda doc to Salesforce. With Coda forms, you can collect contact information from potential leads in a Coda table. Then, create new leads in Salesforce directly from your Coda doc.

This page provides instructions for a common workflow using a combination of Coda forms and the Salesforce Pack. You can create new leads in Salesforce without ever leaving your Coda doc!

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Optional: Create a Coda Form to Collect Contact Information

With Coda Forms, you can create your own custom form to collect lead information. You can link to this form in specific campaigns or include a contact sales link on your website. Below is an example of this type of form.

Example published lead generation form

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Lead generation form set-up

Lead generation form set-up

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Add new leads to Salesforce with a button

Once you have lead contact information in a Coda table, you can push the data to Salesforce. You can collect the contact information via a Coda form (as described above), but this will also work for any table you have already created in Coda. The below set-up will create new records in Salesforce.

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Add all leads to Salesforce

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Lead generation table

Lead generation table

First Name

Last Name

Email Address

Title

Add Lead to Salesforce

Added to SFDC

Sanjay

Gehani

sgehani@delorean.com

Director of Global Operations

Add lead to Salesforce

June

Connors

jconnors@delorean.com

Systems Analyst

Add lead to Salesforce

Allison

Mejia

amejia@delorean.com

Manager of Implementations

Add lead to Salesforce

Marie

Wong

mwong@delorean.com

Sr. Design Engineer

Add lead to Salesforce

Brian

Cauthon

bcauthon@delorean.com

Growth Marketing Associate

Add lead to Salesforce

There are no rows in this table

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Success!

Using the above button, I created this new lead record in Salesforce:

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How to set this up

Watch the video walk through or follow the written instructions below.

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First, set up a column to track when a record has was successfully created in Salesforce. This will help prevent duplicate records in Salesforce. This could be a simple checkbox column that is hidden from view.

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Next, set up a button column to push individual records to Salesforce.

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Review the button options for the add lead to Salesforce button in the table above. This button uses the CreateRecord formula in the Salesforce Pack. You can

Copy doc

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if you want to see this formula example in the table above.

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The button formula also performs a second action: it updates the added to SFDC button to checked. Coda’s RunActions formula allows multiple actions to be completed using the same button.

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The button is also disabled when the added to SFDC column is checked. Review the disable if formula in button options.

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When you click the button, the confirmation message confirms that the added to SFDC column was updated (1 row modified) and that the record was created in Salesforce (1 external action performed).

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I also created a button in the canvas to create ALL leads in the table.

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Add All Leads to Salesforce

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This button simply pushes the buttons in the table. Because I set up the button to disable if the added to SFDC column was already checked, the add all leads button in the canvas will only trigger a new record creation when the record has not already been created in Salesforce.

TIP: Find the Salesforce exact column names in the formula builder. It takes 3-8 seconds to populate the list. Select the Salesforce field name and Coda’s formula builder inserts the column ID for you.

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Interested using the Salesforce Pack with Coda?

Contact Sales

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to learn more.

Already have the Salesforce Pack? Get started by copying this doc.

Copy doc

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