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!

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: 33

Behind the scenes 👀

Acme Contacts

Acme Contacts

0

Not synced yet

Account Name

First Name

Last Name

Full Name

Find on Linkedin

Linkedin URL

Title

New Title

Update Title

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

⁠

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

⁠

Coda + Salesforce for Sales & Success

The ultimate SFDC + Coda template for individuals or teams!

coda.io

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