All resourcesGuidesCoursesTips

11 min read

Getting started with the Salesforce Pack

How to bring Salesforce data into Superhuman Docs for collaboration, knowledge sharing, and accessibility.

Salesforce is one of the most popular sales and marketing tools out there, and for good reason. It holds everything you need to understand your customers, from account details and interactions to product and marketing feedback. But getting that information into the hands of the right teams isn’t always easy. It often means provisioning additional Salesforce access, managing permissions, and cleaning it up later. With the Salesforce Pack, you can bring that data into a doc your team already uses and share it with anyone, even if they don’t have a Salesforce license.
What you’ll learn:
  • How to share Salesforce data with teammates without additional Salesforce licenses
  • How to connect Salesforce data with other company data using Packs
What you’ll use:
  • Salesforce Pack
  • Tables

What this looks like in practice

 Instead of sending screenshots or granting extra access, you can share live Salesforce data directly in your doc. For example, you might:
  • Share a live pipeline report with your leadership team.
  • Build a deal dashboard for marketing or product.
  • Give support teams visibility into customer history.
The Salesforce Pack is included in the Superhuman Docs Enterprise plan. It’s also available as a standalone purchase on other paid plans. For details, check the pricing page.

Add the Salesforce Pack to your doc

 Start by adding the Salesforce Pack to the doc where you'll work with your Salesforce data. If you already have a doc in mind, you can add it there. Otherwise, start with a new doc.
  1. Click the Insert button in the top-right corner of your doc.
  2. Search for Salesforce.
  3. Under More Packs, select Salesforce by Superhuman.
  4. Click Select configuration.
Once added, the Salesforce panel will appear in your doc. Next, connect your Salesforce account so the Pack can access your data. You’ll do this from the Salesforce panel you just added.
  1. In the Salesforce panel, click the Settings option along the top.
  2. Click Connect to Salesforce.
  3. Select Sign in with Salesforce and complete the login flow.
  4. When prompted, click Allow to grant access.
  5. Click Complete setup.
That’s it. Your Salesforce account is now securely connected, and you won’t need to reconnect it each time you use the doc.
Lightbulb icon
Having trouble connecting?
If you run into issues connecting, your Salesforce admin may need to approve access for your organization. Learn more.
Next, sync a report to bring live Salesforce data into your doc.

Sync a Salesforce report

 Reports are one of the key ways to bring data into Superhuman Docs. When you sync a report, it shows up as a table that stays up to date with Salesforce.

Before you start

 Your Salesforce report must include a unique ID (like Account ID or Opportunity ID) for each record. Without it, the sync won’t work.

Add and configure the sync

  1. From the Salesforce panel, under Building blocks, drag the Report onto the page.
  2. Select a refresh rate. You can keep it manual or set it to update hourly or daily.
  3. Decide whether to enable two-way sync. This allows edits in your doc to update Salesforce. Leave this off for now unless you specifically need it.
  4. Choose the account to use for the sync.
  5. Open the Advanced tab and set a table limit.
  6. Click Sync now.
After the sync is complete, your report will appear as a live table in your doc. Anyone with access to the doc can view this data.

Review your Pack settings

 Before sharing your doc, take a moment to review how your Salesforce data is accessed.
  1. Click the Insert button in the top-right corner of your doc.
  2. Open the Pack tab.
  3. Under Installed Packs, select Salesforce.
  4. Open the Settings tab.

Understand your settings

 These settings control what your collaborators can see and do with your Salesforce data.

Refresh synced data

Choose how often your data updates.
  • Manually gives you full control.
  • Daily or Hourly keeps data fresh automatically.

Select Account for private actions

Only you can take action using this account. It is used for automations or buttons set to private mode. This is best for sensitive updates, like editing records.

Manage synced accounts

These accounts are used to bring Salesforce data into your doc. For each account, you can control what editors are allowed to do:
  • Sync in data using this account.
  • Take action with this account.

Lightbulb icon
Recommended setup
Start with a synced account that allows viewing data only, without enabling actions. This gives your team visibility into Salesforce data without risking unintended changes.

Now what?

 Your Salesforce data is now live in your doc and ready to use. Instead of pulling reports or sharing screenshots, you have live data your team can use. Here are a few ways to get started:
  • Build a dashboard to track pipeline, key accounts, or deal status.
  • Share filtered views with stakeholders who don't have Salesforce access.
  • Add columns to enrich your Salesforce data with context that lives in your doc, like owner notes, next steps, internal status.
Want to take it further? Use the Slack Packs to send updates from your doc directly to your team.

Keep exploring

Was this helpful?

YesNo