Salesforce Pack guide

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Salesforce Pack guide

Salesforce Pack guide

Send Coda > Salesforce

Log meetings

Use Coda to track meeting notes. At the end of the call, log the meeting to Salesforce with a click of a button.

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Add new meeting

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Review proposal for additional services

10/18/2021, 12:00 AM

Weekly Check-in Call

10/21/2021, 12:00 AM

Review new program roll-out

10/26/2021, 12:00 AM

11/18/2021 Meeting

11/18/2021, 7:57 AM

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11/18/2021, 9:40 AM

Review proposal for additional services

Contact Name

Colin Woodward

Account

Delorean Construction Inc.

Date

10/18/2021, 12:00 AM

Duration

Meeting Notes

Summary:

Discussed the team’s questions on proposal dated 10/15

Approval needed from Sandy before green light

Overall, demo was positive but budgeted lower than the estimate

Action Items:

Follow up with Sandy re: bulk discount question

Made discussed changes to section D and send to team for final review

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Log Meeting to Salesforce

Log Meeting in Salesforce

Added to Salesforce

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Success!

After clicking the “Log Meeting to Salesforce” button, a new event is created in Salesforce.

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How to set this up

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

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Set up a new table with a minimum of the following recommended and/or required columns:

Meeting Subject / Topic: A text field to map to Salesforce subject. Recommend this is set as the Display Column

Date: Recommend formatting date column as date and time like below. This will map to Salesforce field called StartDateTime. Tip - you can default this column to Today’s date.

Duration: Number column to track length of call. Maps to Salesforce field “DurationInMinutes”

Account ID and Contact ID: Relate you meeting to a specific account or contact using the ID for the records. In order to achieve this, I configured Account and Contact Name as lookup columns to tables pulled from Salesforce with this information. I then pulled the Salesforce ID for these records from the synced tables.

Meeting Notes Columns

Meeting Notes Columns

Meeting Topic

Date

Duration

Account

Account ID

Contact Name

Contact ID

Log Meeting to Salesforce

Added to Salesforce

Review proposal for additional services

10/18/2021, 12:00 AM

Delorean Construction Inc.

0014x00000iMqX3AAK

Colin Woodward

0034x00000lvpbUAAQ

Log Meeting in Salesforce

Weekly Check-in Call

10/21/2021, 12:00 AM

Delorean Construction Inc.

0014x00000iMqX3AAK

Ashwin Batra

0034x00000lvpbLAAQ

Log Meeting in Salesforce

Review new program roll-out

10/26/2021, 12:00 AM

Acme Corp.

0014x00000cxPmHAAU

Zen Yuni

0034x00000fq7BCAAY

Log Meeting in Salesforce

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11/18/2021⁠

Meeting

11/18/2021, 7:57 AM

Log Meeting in Salesforce

11/18/2021, 9:40 AM

Log Meeting in Salesforce

There are no rows in this table

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Contacts Lookup

Contacts Lookup

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Accounts Lookup

Accounts Lookup

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Change the Display of the table to Detail View for easier notes view per meeting.

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.

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