, 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