Triage toolkit

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Triage toolkit

Triage toolkit

Triage toolkit

Sync your data

Use the Salesforce Sandbox Pack to connect to your sandbox environment, or the Salesforce Pack to connect to your real instance.

1. Add the Salesforce Pack.

Click “Insert” at the top right of your doc.

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Choose Packs and search for Salesforce.

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Add the Pack to your doc.

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Select the account you’d like to connect.

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Set view permissions for this connection.

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Set action permissions for this connection.

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Pull Salesforce data into an Opportunities table.

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Try using filters, sorting, and grouping your data to focus on what matters most, or create views of your table to visualize your data in new ways.

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.