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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.
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image.png
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Congrats, you are done!
Total clicks: 33

Behind the scenes 👀

⁠
Open all profiles
5
⁠

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Update all titles
2
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Acme Contacts
0
Account Name
First Name
Last Name
Full Name
Find on Linkedin
Linkedin URL
Title
New 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
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Don’t stop there!
Use Coda + SFDC to make data updates and account planning even more efficient individually and as a team.

Getting started
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Creating a doc for your team
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