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Connect to the Salesforce Pack

For Enterprise customers: Connect your Salesforce CRM to Coda with this integration


With the Salesforce Pack, you can bring your Salesforce data into Coda for a complete single source of truth. And with two-way sync, you can even make edits to the data via Coda. You'll need to have Salesforce access to enable the Pack. But like all Packs, it’s enabled on the doc level, so your teammates without Salesforce access can view the data once you’ve set it up for them. This article will explain how to connect to and set up the Salesforce Pack in Coda.

📣 Note: the Salesforce Pack is currently only included on Coda's Enterprise tier. It can also be purchased a la carte.

 

Within this article, you’ll find...

 

Add the Salesforce Pack to your doc

Like all Packs in Coda, the Salesforce Pack is added on a doc-by-doc basis. So if the Pack hasn’t yet been added to your doc, you’ll want to start here. Adding a Pack is easy and can be done in one of two ways:
  • Type /Salesforce on any blank line in your doc. Select the Salesforce option from the menu (under the More Packs section). Then click Add to doc*.
  • In the upper-right corner of your doc, click on Insert. Enter Salesforce in the search bar, select the Salesforce Pack, and click Add to doc*.
Add the Salesforce Pack to a doc.gif
 
*Note that if your org admin has set up custom configurations for this Pack, you may instead be prompted to Select configuration instead of Add to doc. Follow the prompts to select from the available configurations.
 

 

Connect to the Salesforce Pack

Now that the Salesforce Pack has been added to your doc, the next step is to connect to the Salesforce Pack using your Salesforce account credentials. But due to changes made by Salesforce in September 2025, this step requires some pre-authorization by your Salesforce admin.

 

Admin authorization

Starting in September 2025, Salesforce admins must complete a one-time process in Salesforce to allow members of their organization to connect to the Salesforce Pack in Coda. Note that any Salesforce Pack connections set up prior to this time will continue to function even if you have not completed this pre-authorization. But any future attempts by users to connect to the Salesforce Pack will fail until this pre-authorization is completed.

📣 To learn more about the changes made by Salesforce, which impact all connected apps, head to this page.

To complete the one-time authorization in Salesforce, follow these steps:
  1. Log in to Salesforce via your Salesforce administrator account
  2. Navigate to the Set up section
  3. Select Connected Apps OAuth Usage
  4. Find ‘Coda’ in the list of apps that have connected to your organization
    1. Note: If no one in your Coda organization has previously connected to the Salesforce Pack, you will not see the Coda app listed here. You must therefore return to Coda, install the Salesforce Pack in a doc, and connect to the Pack using your Salesforce admin account. Because you are a Salesforce admin, this connection will be successful. You can then return to this step in the process in Salesforce, where you should now see the Coda app listed.  
  5. Click the Install button next to the Coda app, then click Install again on the next screen to confirm.
That’s it! All members of your Salesforce organization will now be able to connect to the Salesforce Pack in Coda, using their Salesforce account credentials. Check out the next section to learn more.

 

Connect your Salesforce account

Once your Salesforce admin has completed the steps in the previous section, you will be able to connect to the Salesforce Pack using your Salesforce credentials. Just follow these steps:
  1. Within your Coda doc, navigate to the already-installed Salesforce Pack. You can do this by clicking on Insert in the upper-right corner of the doc, selecting the Packs tab, and selecting Salesforce (within the Installed Packs section).
  2. From here, click on the Settings tab.
  3. Decide whether you want to connect an account for taking private actions or add a shared synced account (learn more about these options below), and press the Connect an account button.
  4. Press the Sign in with Salesforce button to initiate the authorization, then follow the prompts to complete the connection.
Connect your account to the Salesforce Pack.gif
 
❓ Which type of connection should you choose? In the Pack settings, you’ll see two different ways to connect an account: Select an account for private actions, and Manage synced accounts. You can connect your account via either method, depending on how you intend to use the connection.
  • An account for taking private actions is one that only you - the person who set it up - can use to take actions in the Coda doc. This is recommended for things like buttons.
  • A synced account is one that, by default, can be used to sync data into the Coda doc. Anyone who has access to the doc will be able to view data that’s synced in (e.g. if you add a sync table of Google calendar events, everyone on the doc will be able to view the data on that table). Use this type of connection for sync tables.
Learn all about connecting Pack accounts in this article.
 
Once your account has been connected to the Pack, you can start putting the Pack to use! Check out the next section for some basic info on getting started.
 
 
 
 

Get started with the Salesforce Pack

The Salesforce Pack allows you to pull data from Salesforce into Coda, customize the way the data is displayed, and take actions in Salesforce directly from your Coda doc. You can even make edits to your sync table in Coda and have those edits automatically reflected in Salesforce (learn more about two-way sync here). Check out the included sync tables, buttons, and formulas below:
 

Tables

  • Objects
  • Fields
  • Report (two-way sync available)
  • Records (two-way sync available)

Buttons

  • Create record
  • Upsert record
  • Update record
  • Delete record

Formulas

  • LookupRecords()
  • LookupOpportunities()
  • LookupAccounts()
  • LookupCampaigns()
  • LookupContacts()
  • LookupLeads()
  • LookupCases()
  • LookupTasks()

 

📣 Looking for examples and inspiration for using the Salesforce Pack building blocks in your doc? Check out these resources:

 

 
 

FAQs

Why am I seeing an “OAuth error” when attempting to connect to the Salesforce Pack? 

OAuth errors indicate that there is some restriction from Salesforce that’s preventing you from connecting Salesforce and Coda.

These errors may occur for several different reasons, but one common issue is that your Salesforce admin has not yet approved the Coda app. Starting in September 2025, Salesforce admins must complete the one-time pre-authorization process in Salesforce to enable members of their org to connect to the Salesforce Pack in Coda. Admins can find the instructions for this process in the “Admin authorization” section of this article. Once the authorization is completed by your admin, you can try reconnecting your account to the Salesforce Pack.
How do I pre-approve the Coda app in Salesforce, to ensure that members of my org can connect to the Salesforce Pack?

In order for members of your org to connect to the Salesforce Pack in Coda, a Salesforce administrator must complete a one-time pre-approval process within Salesforce. If you’re a Salesforce admin, you can follow the steps in the “Admin authortization” section of this article to learn more.

Note that someone in your org will need to have connected to the Salesforce Pack in Coda in order to complete the process described in “Admin authorization.” Therefore, if no one has yet connected to the Pack, either a Salesforce admin or someone with the Approve uninstalled connected apps permission in Salesforce will need to follow the steps outlined in this article to install and connect to the Salesforce Pack. Once that’s done, the Salesforce admin can complete the authorization process in Salesforce.
How do I take actions in Salesforce from Coda? 
Whether you want to create new items or edit existing Salesforce items, you can use the Salesforce Pack to do so right from Coda.
 
The easiest way to make edits from Coda is by adding a Salesforce sync table and enabling two-way sync. Two-way sync is available for the Report sync table and the Records sync table. Once added, you can easily make edits to the data in the table - including adding new rows - and those edits will be automatically pushed back to Salesforce.
 
Additionally, you can use buttons to take actions in Salesforce. The Pack writes to Salesforce through the API, which means you’ll have to speak the API’s language. If you think you’ll want to write data back to Salesforce from Coda, it’s always a good idea to put IDs in your reports. For example, the way the API knows which record to write to is via the unique Record ID. Similarly, when specifying fields and values, you will want the field’s API name and value type - not its display name or display value. For example, the field “Customer Success Manager” might be called “customer_success_manager__c." We do our best to assist by auto-populating a field’s API name as you type.
How can I learn more about the Salesforce Pack?
Check out this guide for more instructions on putting the Salesforce Pack to use.

 

 

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