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.
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. No more hopping between open Salesforce tabs — everything lives in one place!
How do I get started?
Make a copy
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.