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Update SFDC Titles With LinkedIn
SFDC + LinkedIn: the unity you always wanted.
Note: This template was adapted from
@
Kenny Mendes
‘
Open Linkedin Profiles
template. Check out
their Coda profile
for more great recruiting templates!
Congrats, you have a new account!
....
And, of course, the Salesforce data is incomplete. Was data cleanup on your to-do list this week?
Let’s say you have
10
contact titles to update
Does this sound familiar? ✋
10x:
Open the report in Salesforce.
10x:
Open a contact in a new tab.
10x:
Click
edit
for the contact.
10x:
Open Linkedin in another tab.
10x:
Type
[Person’s name]
into the search panel. Press enter.
10x:
Copy their title.
10x:
Return to Salesforce.
10x:
Paste their title in the correct field.
10x:
Press
save
.
Total clicks:
90
Save your fingers! There’s a better way 😍
Press
Open all profiles
10x:
Navigate to the correct tab.
10x:
Copy each person’s title.
10x:
Paste their title in the correct row below.
Press
Update all titles
Press the arrow to resync the table.
Congrats, you are done!
Total clicks:
3
3
Behind the scenes 👀
Open all profiles
5
Update all titles
2
Acme Contacts
Acme Contacts
0
Account Name
Account Name
First Name
First Name
Last Name
Last Name
Full Name
Full Name
Find on Linkedin
Find on Linkedin
Linkedin URL
Linkedin URL
Title
Title
New Title
New Title
Update Title
Update Title
Account Name
Account Name
First Name
First Name
Last Name
Last Name
Full Name
Full Name
Find on Linkedin
Find on Linkedin
Linkedin URL
Linkedin URL
Title
Title
New Title
New Title
Update Title
Update Title
1
Acme Corp.
Mary
Barra
Mary Barra
Find on LI
-
CEO
Update in SFDC
2
Acme Corp.
Indra
Nooyi
Indra Nooyi
Find on LI
-
Former CEO
Update in SFDC
3
Acme Corp.
Safra
Catz
Safra Catz
Find on LI
-
Update in SFDC
4
Acme Corp.
Whitney
Herd
Whitney Herd
Find on LI
-
Update in SFDC
5
Acme Corp.
Michelle
Gass
Michelle Gass
Find on LI
Chief Marketing Officer
Update in SFDC
6
Acme Corp.
Corie
Barry
Corie Barry
Find on LI
CPO
Update in SFDC
7
Acme Corp.
Reed
Hastings
Reed Hastings
Find on LI
-
Update in SFDC
There are no rows in this table
Don’t stop there!
Use Coda + SFDC to make data updates and account planning even more efficient individually and as a team
.
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