Company
Date Published
Author
Eric Goldman
Word count
3447
Language
English
Hacker News points
None

Summary

The tutorial outlines a process to build a tool for managing Salesforce leads using Retool and Sequin, an alternative integration path that leverages Postgres for better performance and avoids Salesforce rate limits. The guide walks through setting up a Salesforce account, creating custom fields, and configuring a two-way sync between Salesforce and a Postgres database via Sequin. It then details the steps to create a Retool app that allows sales teams to efficiently qualify leads, search, filter, and update lead status using SQL and JavaScript. The tutorial also includes instructions on populating the app's UI with lead data, configuring quick link buttons for external research, and enabling bulk lead updates directly from the app interface. The approach is designed to save time and reduce complexity by eliminating the need for SOQL or APEX, and by allowing seamless integration of Salesforce data with other data sources to enhance context for sales teams.