Embed your Salesforce reports, dashboards, tables, analytics and pipelines in Tome
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How to set up an integration from Salesforce to Tome
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 Tome.
About Salesforce
Manage customer relationships with the leading cloud CRM platform
About Tome
Simplify knowledge management by providing a central platform for teams to store, organize, and access information.
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