I’m looking for a way to compare the information in my Coda database to our external records on Salesforce on a regular basis. I know bidirectional syncing isn’t on the table for Coda with Salesforce for the time being, and I fear some sort of Zapier solution may be a little too complex and breakable for our purposes.
I’d like to be able to export a report from Salesforce and find conflicts between our Coda data and Salesforce Data. Has anyone found a way of doing this? Right now I am thinking about a View of the Master Table in Coda with a lookup column for the organisations. But I’m not sure how to actually make that work. Does anyone do something like this?
If you’re exporting from any system, it’s usually CSV, so this solution jumped out at me as a possibility. It makes things easy by just uploading a new CSV to a Google Drive folder and the script handles the rest…