You will need someone to authenticate with Salesforce in order for this doc to pull Salesforce records. You should have already been prompted to do this when you copied the doc, but if you have not done so yet, go to the top right nav and click Insert then Packs and finally Salesforce. From the settings tab in the menu. you should be able to set a shared account to use for this doc.
2. Set your sub-domain.
In the text box below, enter your Salesforce sub-domain. It should be available in the url bar in your browser when you navigate to Salesforce.
3. Sync the Users table.
Below, you will find the Users table. This is needed to find the Account Owners by their Salesforce ID. If you hover over the table below, an edit link should appear. Clicking on this will open a table options panel which you can use to set the sync account to the account you set up in
Once you’ve set up the account, click “Sync Now,” and it will bring in your company’s user data.
Platform Integration User
There are no rows in this table
4. Select custom fields (optional).
Coda’s Salesforce Pack requires some special syntax to pull custom fields. This table makes it easy for you. Use the table below to list out your Salesforce custom field names. If you need help, you can see your custom field names to the right of the table.