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How to set up an integration from Salesforce to Slite
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 Slite.
About Salesforce
Manage customer relationships with the leading cloud CRM platform
About Slite
Manage knowledge and streamline team communication with this collaborative note-taking tool.
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