Share
Explore
Salesforce Pack guide
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.
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.
Sample Reports and Dashboards
This page shows a few examples of synced Salesforce tables with updated display options. After bringing the Salesforce records to Coda, you can take advantage of Coda's functionality to display your Salesforce data in new and interesting ways.
Sample contacts table
Report Record
Account Name
First Name
Last Name
Email
Title
Account Owner
1
0034x00000fq7AiAAI
Acme Corp.
Jen
Salurotri
jen@acme.com
CMO
Buck DuBois
2
0034x00000fq7AkAAI
Acme Corp.
Qi
Polidronstrom
qi@acme.com
Marketing Ops Coordinator
Buck DuBois
3
0034x00000fq7BCAAY
Acme Corp.
Zen
Yuni
zen@acme.com
CTO
Buck DuBois
There are no rows in this table
Sample contact Card
Whitney Herd
jen@acme.com
codaprojectinc-dev-ed.my.salesforce.com
Sample opportunities table
Report Record
Opportunity Name
Stage
Amount
Close Date
1
0064x000009TvVdAAK
2021 Q1 Contract Renewal
Qualification
$100,000.00
3/31/2021
2
0064x000009TwbnAAC
Upsell Deal
Needs Analysis
$40,000.00
10/22/2021
3
0064x000009TwboAAC
Expansion into PNW
Id. Decision Makers
$25,000.00
11/16/2021
There are no rows in this table
Sample opportunity card
2021 Q1 Contract Renewal
$100,000.00 • Qualification • Existing Customer - Upgrade
codaprojectinc-dev-ed.my.salesforce.com
Sample accounts table
Report Record
Account Name
Type
Current Account Owner
Industry
Employees
Last Modified Date
1
0014x000009bdo3AAA
United Oil & Gas Corp.
Customer - Direct
Christopher Eck
Energy
145000
1/11/2021
2
0014x000009bdo5AAA
University of Arizona
Customer - Direct
Christopher Eck
Education
39000
1/11/2021
3
0014x000009bdo6AAA
United Oil & Gas, UK
Customer - Direct
Christopher Eck
Energy
24000
1/11/2021
4
0014x000009bdo4AAA
Express Logistics and Transport
Customer - Channel
Christopher Eck
Transportation
12300
1/11/2021
5
0014x000009bdnzAAA
Burlington Textiles Corp of America
Customer - Direct
Christopher Eck
Apparel
9000
1/11/2021
6
0014x000009bdo2AAA
Grand Hotels & Resorts Ltd
Customer - Direct
Christopher Eck
Hospitality
5600
1/11/2021
7
0014x000009bdo7AAA
United Oil & Gas, Singapore
Customer - Direct
Christopher Eck
Energy
3000
1/11/2021
8
0014x000009bdo0AAA
Pyramid Construction Inc.
Customer - Channel
Christopher Eck
Construction
2680
1/11/2021
9
0014x000009bdnyAAA
Edge Communications
Customer - Direct
Christopher Eck
Electronics
1000
1/11/2021
10
0014x00000iMqX3AAK
Delorean Construction Inc.
Customer - Direct
Buck DuBois
Energy
300
10/19/2021
11
0014x000009bdo8AAA
GenePoint
Customer - Channel
Christopher Eck
Biotechnology
265
1/11/2021
12
0014x000009bdo1AAA
Dickenson plc
Customer - Channel
Christopher Eck
Consulting
120
1/11/2021
No results from filter
Sample account card
United Oil & Gas Corp.
codaprojectinc-dev-ed.my.salesforce.com
Copy doc
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.