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Log Meetings

Use Coda to track meeting notes. At the end of the call, log the meeting to Salesforce with a click of a button.
Add New Meeting
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Review proposal for additional services
10/18/2021, 12:00 AM
Weekly Check-in Call
10/21/2021, 12:00 AM
Review new program roll-out
10/26/2021, 12:00 AM
11/18/2021 Meeting
11/18/2021, 7:57 AM
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11/18/2021, 9:40 AM
Review proposal for additional services
Contact Name
Colin Woodward
Account
Delorean Construction Inc.
Date
10/18/2021, 12:00 AM
Duration
30
Meeting Notes
Summary:
Discussed the team’s questions on proposal dated 10/15
Approval needed from Sandy before green light
Overall, demo was positive but budgeted lower than the estimate

Action Items:
Follow up with Sandy re: bulk discount question
Made discussed changes to section D and send to team for final review

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Log Meeting to Salesforce
Log Meeting in Salesforce
Added to Salesforce


Success!
After clicking the “Log Meeting to Salesforce” button, a new event is created in Salesforce.
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How to Set this Up
Watch the video walk though or follow the written instructions below.
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Set up a new table with a minimum of the following recommended and/or required columns:
Meeting Subject / Topic: A text field to map to Salesforce subject. Recommend this is set as the Display Column
Date: Recommend formatting date column as date and time like below. This will map to Salesforce field called StartDateTime. Tip - you can default this column to Today’s date.
Duration: Number column to track length of call. Maps to Salesforce field “DurationInMinutes”
Account ID and Contact ID: Relate you meeting to a specific account or contact using the ID for the records. In order to achieve this, I configured Account and Contact Name as lookup columns to tables pulled from Salesforce with this information. I then pulled the Salesforce ID for these records from the synced tables.
Meeting Notes Columns
1
Search
Meeting Topic
Date
Duration
Account
Account ID
Contact Name
Contact ID
Log Meeting to Salesforce
Added to Salesforce
1
Review proposal for additional services
10/18/2021, 12:00 AM
30
Delorean Construction Inc.
0014x00000iMqX3AAK
Colin Woodward
0034x00000lvpbUAAQ
Log Meeting in Salesforce
2
Weekly Check-in Call
10/21/2021, 12:00 AM
30
Delorean Construction Inc.
0014x00000iMqX3AAK
Ashwin Batra
0034x00000lvpbLAAQ
Log Meeting in Salesforce
3
Review new program roll-out
10/26/2021, 12:00 AM
60
Acme Corp.
0014x00000cxPmHAAU
Zen Yuni
0034x00000fq7BCAAY
Log Meeting in Salesforce
4
11/18/2021
Meeting
11/18/2021, 7:57 AM
60
Log Meeting in Salesforce
5
11/18/2021, 9:40 AM
Log Meeting in Salesforce
There are no rows in this table
Contacts Lookup
0
Accounts Lookup
3
Change the Display of the table to Detail View for easier notes view per meeting.
TIP: Find the Salesforce exact column names in the formula builder. It takes 3-8 seconds to populate the list. Select the Salesforce field name and Coda’s formula builder inserts the column ID for you.
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