Embed your Salesforce reports, dashboards, tables, analytics and pipelines in Notion
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How to set up an integration from Salesforce to Notion
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
Add the Plus Notion integration to embed your Snapshot in Notion.
About Salesforce
Manage customer relationships with the leading cloud CRM platform
About Notion
Organize your personal and work information into customizable workspaces with this all-in-one tool
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