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Paste your account url or ID here:
Press this button to refresh data from Salesforce:
Salesforce setup
Bring your Salesforce data into this account hub. Running into any unexpected challenges? Click the question mark at the bottom right of this page or reach out to your account team for help. We also have for the integration if you need more info.
Install the Salesforce Pack
Click “Insert” at the top right of your doc
Choose “Packs” and search for “Salesforce”
Add the pack to your doc
Choose the account to connect with
The Salesforce pack grants you the same permissions (access) as your Salesforce account
Set view permissions for this connection
You and anyone this doc is shared with is recommended and required for viewing Salesforce data in your doc. This means that if you add data from Salesforce and then share the doc, your team can see the data you added. Think of it as if you exported a SFDC report to Excel.
Set actions permissions for this connection
Only you is recommended
You’re all set!
Next add your account url →
Add your account URL
Paste your account url or ID here: https://coda4-dev-ed.develop.lightning.force.com/lightning/r/Account/001Dn000009FB4JIAW/view
https://coda4-dev-ed.develop.lightning.force.com/lightning/r/Account/001Dn000009FB4JIAW/view
(You can find this at the top of your account page)
Lastly, refresh the sync →
Refresh your Salesforce data
Press this button to refresh data from Salesforce: Refresh
Refresh
(This can take a while if you have a large Salesforce org)
The customer center uses individual Email and Slack accounts to send all messages, and if you aren’t linked to the packs you won’t send correct notifications
Test your accounts by adding a row using the button below, then use the Test Slack and Test Email buttons to make sure your accounts are correctly configured. If they aren’t, you’ll be prompted to connect your accounts
Salesforce account
Salesforce
Account Information
Name
Created Date
Account Owner
Annual Revenue
Type
Solutions Engineer
CSM
Solutions Engineer Custom Field
[ ]
Connect to Salesforce
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Salesforce Data
Opportunities overview
Account Contacts
User
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