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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
Account Name
i
First Name
i
Last Name
i
Title
i
Mobile
i
Mailing State Province
i
Mailing Country
i
Phone
i
Email
i
Last Activity
i
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
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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
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-
Philippines
394-911-8755
ymacconnellk6@woothemes.com
Open
Log
Draft
Win
Beccero
Administrative Assistant II
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-
France
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wbeccerolb@netvibes.com
Open
Log
Draft
Rebe
Edgington
Graphic Designer
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-
Poland
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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
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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
-
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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.