Embed your Salesforce reports, dashboards, tables, analytics and pipelines in Coda
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How to set up an integration from Salesforce to Coda
1
Set up a Plus account and install the Chrome extension.
2
Take a Snapshot of Salesforce.
3
Adjust Snapshot settings and fine-tune refresh rate as needed.
4
Paste your Snapshot URL into Coda.
About Salesforce
Manage customer relationships with the leading cloud CRM platform
About Coda
Transform documents into powerful web applications with this all in one workspace tool.
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