Note: This template was adapted from

@Kenny Mendes

⁠

‘

Open Linkedin Profiles

⁠

template. Check out

their Coda profile

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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.

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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.

Getting started

⁠

How to build docs in Coda, create docs in Coda | Guides

Explore our guides to learn how to build Coda docs. Get practice building docs, discover new ways to use Coda, and find step-by-step help along the way.

coda.io

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⁠

Creating a doc for your team

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Coda + Salesforce for Sales & Success

The ultimate SFDC + Coda template for individuals or teams!

coda.io

⁠

⁠

Use Coda AI to help!

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Coda AI + Salesforce

coda.io

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