Triage toolkit
Your org's Salesforce opportunity management has never been smoother—and your to-do list never more clear.
Welcome to your triage toolkit! In just three steps, we’ll show you how to sync your opportunities, generate insights, and take action (think: update statuses or notify reps), then automate those processes. Once you have the concepts down, you can apply them to develop other custom processes as well.
To get started, make a copy of this doc, then follow the instructions throughout—you’ll be on your way to triage tranquility.
Copy doc
Use the Salesforce Pack to sync in objects, reports, and records from your Salesforce instance.
Set it and forget it. Let Coda take care of repetitive tasks, so you can focus on the important stuff.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.