Salesforce Pack guide

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Salesforce Pack guide

Coda makes it easy for you to plan, manage, and track your Salesforce data. Use this guide to get started with the Salesforce Pack in Coda.
Coda’s Salesforce Pack allows you to bring your Salesforce accounts, opportunities, contacts, and activities directly into a Coda doc—or create Salesforce records directly from Coda. Learn more about other Coda Packs with other tools like Slack, Jira, and Gmail
Navigate through the pages below to get started. If you have any trouble, you can always reach out to Coda’s awesome support team at

P.S. This doc is intended to help with the initial set-up steps for the Salesforce Pack. Before you get started, I recommend that you
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