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.
, 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