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?