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Salesforce Pack guide
Send Coda > Salesforce
With the Salesforce Pack, you can do your work in Coda, then seamlessly publish the data to Salesforce with the click of a button. These pages show example use cases, along with instructions on how to set them up.
Generate leads
One common use case for the Salesforce Pack is to push new leads from a Coda doc to Salesforce. With Coda forms, you can collect contact information from potential leads in a Coda table. Then, create new leads in Salesforce directly from your Coda doc.
Log meetings
Use Coda to track meeting notes. At the end of the call, log the meeting to Salesforce with a click of a button.
Assign account owners
Use Coda to slice your account data, define territories, and re-balance portfolios. Once you assign an account to a new owner, you can use the Salesforce Pack to update the account owner in Salesforce.
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This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.