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Salesforce Pack guide
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Salesforce Pack guide

Coda makes it easy for you to plan, manage, and track your Salesforce data. Use this guide to get started with the Salesforce Pack in Coda.
Coda’s Salesforce Pack 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
.
Navigate through the pages below to get started. If you have any trouble, you can always reach out to Coda’s awesome support team at
support@coda.io.

P.S. 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.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.