Coda + Salesforce for Sales & Success

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SFDC + Coda Team Starter Kit

The ultimate SFDC + Coda template for individuals or teams!

Katy Turner

Valery Toribio

SJ Crawford

Mahan Karimi

Welcome!

Salesforce + Coda... The ultimate experience for your team!

In this doc, we’ve put together a number of different pages and views powered by the Salesforce pack to display the different use cases where it can be used.

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What is the value of Salesforce + Coda?

You’ll be able to leverage this doc as your single source of truth when cross collaborating with different teams. Using Coda will provide easy visibility for everyone on the team (including those who don’t have a Salesforce license). While Salesforce is the source for much of the data, Coda allows collaboration, discussion, and planning for a course of action. With two-way sync, all your data stays up-to-date; changes you make within Coda will be pushed back to Salesforce at the touch of a button. No more hopping between open Salesforce tabs — everything lives in one place!

How do I get started?

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Make a copy

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of this doc and link your Salesforce pack to insert your data. You can sync in reports to form the base tables.

Review this intro guide to learn how to access the Salesforce pack, sync reports, and create action buttons.

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Salesforce Pack Documentation Sync in your own custom objects and fields for a fully customized reference coda.io⁠

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What does this doc contain?

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Team Dashboard Top-line view of pipeline and revenue for your team.⁠

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Pages for the executive, team manager, and team members to review all pipeline revenue by account and opportunity.

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Account Newsletter⁠

: see a snapshot of each account, including the latest updates

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Pipeline Review⁠

: multiple options for viewing account and opportunity revenue, grouped in different ways. Find the pages that suit your team best, and delete any you do not need!

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Weekly Team Meeting⁠

: grow this page (and make any subpages) to cover hot topics in each team meeting.

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Personal Dashboards Subpages for each member of your team to work effectively.⁠

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Example of a team member’s personal pages.

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Buck's Dashboard⁠

: See dashboards and grid views of their pipeline

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Buck's Accounts⁠

: assign account priority

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Buck's Contacts⁠

: log calls, draft emails from Coda

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Buck's Opportunities⁠

: update next steps on opportunities quickly

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Buck's Activities⁠

: view their outreach efforts across accounts and contacts.

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Databases⁠

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The base tables that power the doc!

Typically, this section will be hidden.

Each base table has its own page, and no filtering or modifications. Keeping the data in this form makes it easy to add columns, functionality, and to view everything.

How does it work?

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Look for the:

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dropdown on every page to learn more about the mechanics for each page!

How can I learn more?

Learn more about the Salesforce Pack

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Salesforce Pack, extend Coda with Salesforce - Coda Connect account, opportunity, case, and any custom objects and fields from Salesforce with your Coda feature requests, account plans, and sales forecasting docs coda.io⁠

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Learn how you can use Coda AI + Salesforce!

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