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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
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
.)

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
.

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.


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

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.