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Buck's Dashboard

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Buck's Contacts

Example working space for a team member to log calls, send emails, view contacts, and add new contacts to Salesforce.

Account Name:
Acme Corp. +2
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Last Name:
​
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Add New Contact
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⁠
Select this button to view a pop-up window that allows you to add a new contact to SFDC.
Buck's Contacts
1
Connect your account to refresh data from Salesforce.
Account Name
First Name
Last Name
Title
Mobile
Mailing State Province
Mailing Country
Phone
Email
Last Activity
Call Notes
Log Notes
Draft Email
Acme Corp.
3
Zen
Yuni
CTO
-
SC
United States
-
zen@acme.com
5/6/2022
Open
Log
Draft
Jen
Salurotri
CMO
-
SC
United States
55559059501
jen@acme.com
5/6/2022
Open
Log
Draft
Qi
Polidronstrom
Marketing Ops Coordinator
-
SC
United States
-
qi@acme.com
3/30/2022
Open
Log
Draft
Boeing
2
Shelley
Jacobsen
CMO
415-018-5012
-
-
260-415-5015
shelley@boeing.com
5/6/2022
Open
Log
Draft
Jim
Johnson
CTO
415-018-5012 x401
-
-
260-415-5015
jim@boeing.com
5/2/2022
Open
Log
Draft
Bluth Company
13
Julio
Swanborough
Professor
-
-
Poland
723-254-0893
jswanborough18@vimeo.com
Open
Log
Draft
Rickey
Gibke
Health Coach I
-
-
Portugal
784-457-0071
rgibke2f@devhub.com
Open
Log
Draft
Shay
Poyzer
Occupational Therapist
-
-
Ukraine
886-679-3238
spoyzerjj@answers.com
Open
Log
Draft
Yorke
MacConnell
Mechanical Systems Engineer
-
-
Philippines
394-911-8755
ymacconnellk6@woothemes.com
Open
Log
Draft
Win
Beccero
Administrative Assistant II
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-
France
-
wbeccerolb@netvibes.com
Open
Log
Draft
Rebe
Edgington
Graphic Designer
-
-
Poland
-
redgingtonlq@cloudflare.com
Open
Log
Draft
Layla
Brion
GIS Technical Architect
-
-
Japan
369-284-9628
lbrionhq@nih.gov
Open
Log
Draft
Wade
Leftwich
Food Chemist
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-
Brazil
-
wleftwich6n@usa.gov
Open
Log
Draft
Rafaela
Maestrini
Account Representative II
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Brazil
110-906-4007
rmaestrini79@sfgate.com
Open
Log
Draft
Wendye
Likly
Research Nurse
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Czech Republic
408-820-0476
wlikly7p@github.com
Open
Log
Draft
Zelda
Grocott
Actuary
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Pakistan
140-448-8042
zgrocott9t@feedburner.com
Open
Log
Draft
Rheta
Buzza
Clinical Specialist
-
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Philippines
599-161-4048
rbuzzarp@businessweek.com
Open
Log
Draft
Reeta
Cammacke
Paralegal
-
-
China
660-888-1819
rcammackeme@prnewswire.com
Open
Log
Draft
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Behind the scenes 👀

⁠
Explore more details about buttons
⁠
, including how to create.
Add New Contact button
⁠
Log notes button
This button uses the Activate() formula to open the row in a detail view.
⁠
Log to Salesforce button
This is a row button located in a hidden column, that is unhidden in a detail view. (
Overview of buttons
⁠
help article.)
The button performs two actions:
CreateRecord(): logs the call to Salesforce.
ModifyRows(): clears the data so the user can log another call.
These occur sequentially, bundled together using the RunActions() formula.
(
more details on this formula
⁠
)
For more details on creating buttons that perform actions in Salesforce, review this guide:
Set Up Guide for the Salesforce Pack
⁠
.
⁠
Draft email button
Opens a hyperlink, and uses the concatenate() formula.
You can connect the
Gmail Pack
⁠
to draft email bodies, subject lines, and more, or to send emails without leaving Coda.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.