As we’ve worked with more teams to Coda-fy their amazing rituals, we’ve become huge fans of Salesforce and we’ll let you in on a big secret: it’s one of the only non-Coda tools we use here. But as we rolled it out, we found ourselves itching to use it within Coda.
We missed the ability to contextualize our opportunity and account data with our account plays. We wanted to do forecasting with filtered, customized tables views. And we wanted to pull reports with automations that can refresh data and push it out to email and Slack.
So we built a Pack, which I’m excited to say is launching in beta today! Our hope is that this helps you expand your informational universe, bringing your Salesforce data into Coda for a complete single source of truth.
A few things to keep in mind:
- You need to have Salesforce access to enable the beta. But like all Packs, it’s enabled on the doc-level so your teammates without access can play with the data once you’ve set it up for them
- We’re releasing this in Beta so there may still be functional limitations. In our internal testing, we haven’t found anything that prevents people from doing the thing they love in Coda - so we wanted to open up this feature as soon as possible. If you see anything we should address, please let us know through this feedback form .
- This is currently only available on the enterprise tier.
Know someone on your Sales team or in your life who needs to try this pack? Send them to this form to book a meeting to learn more.