Coda for Salesforce

Coda makes it easy for you to plan, manage, and track your Salesforce data directly in Coda. Use this guide to get started with the Salesforce Pack in Coda.

👋 Hello! Thanks for checking out my

Coda

doc. I’m

@Elaine Sohng

, a Product Marketing Manager at Coda, where we build new docs for teams to collaborate and work together. I work with many sales and customer success teams that use Coda and Salesforce together to seamlessly manage their daily workflows.

I created this how-to guide to enable Coda makers to set-up our Salesforce Pack. The Salesforce Pack for Coda allows you to bring your Salesforce accounts, opportunities, contacts, and activities directly into a Coda doc or create Salesforce records directly from Coda. (Learn more about other Coda Packs with other tools like Slack, Jira, and Gmail

here

Please note, the Salesforce Pack is only available for Enterprise Coda Customers at this time. If you are interested in upgrading your Coda workspace to Enterprise, please

reach out to our sales team

How to use this doc:

This doc is intended to help with the initial set-up steps for the Salesforce Pack. Before you get started, I recommend that you

Copy this doc

so you can review the formulas and column details included throughout the doc.

Navigate through these sections to get started. If you have any trouble, you can always reach out to Coda’s awesome support team at

support@coda.io.

Connect Coda to Salesforce Use these step-by-step instructions to connect your Coda account to Salesforce. Initial sign-in typically takes less than 2 minutes.

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.

Send Coda > Salesforce With the Salesforce Pack, you can do your work in Coda, then seamlessly publish the data to Salesforce with the click of a button. These pages show example use cases, along with instructions on how to set them up.

Examples and Resources See how others are using the Salesforce pack in their Coda docs. Explore the samples below or review the Doc Gallery for inspiration.

Interested using the Salesforce Pack with Coda?

Contact Sales

to learn more.

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

Copy doc

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.