Note: This template was adapted from ‘ template. Check out 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
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: Return to Salesforce. 10x: Paste their title in the correct field.
Total clicks: 90
Save your fingers! There’s a better way 😍
10x: Navigate to the correct tab. 10x: Copy each person’s title. 10x: Paste their title in the correct row below. Press the arrow to resync the table.
Congrats, you are done!
Total clicks: 33
Behind the scenes 👀
Don’t stop there!
Use Coda + SFDC to make data updates and account planning even more efficient individually and as a team.
Creating a doc for your team
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (