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Salesforce Pack guide
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Salesforce Pack guide
Salesforce Pack guide
Salesforce Pack guide
Connect to Salesforce
Sync Salesforce > Coda
Add Salesforce Reports to Coda
Sample Reports and Dashboards
Send Coda > Salesforce
Generate leads
Log meetings
Assign account owners
Additional resources
CreateRecords Formula
Sync Salesforce > Coda
Sample Reports and Dashboards
This page shows a few examples of synced Salesforce tables with updated display options. After bringing the Salesforce records to Coda, you can take advantage of Coda's functionality to display your Salesforce data in new and interesting ways.
Open pipeline
Open pipeline
1
Lead source breakdown
Lead source breakdown
Number of meetings scheduled this week
Number of meetings scheduled this week
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