Coda AI + Salesforce

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Coda AI + Salesforce

Salesforce + Coda... now with AI!

By using the in Coda, you can create one central place for your team to access their data and complete their work. Coda AI can help you get insights, keep your CRM updated, and engage more customers—so your team can focus on (and accomplish!) their quarterly goals.
This doc highlights three examples of how Coda AI can support your work:
Refreshable trends & insights based on opportunity data:
Auto-generated call notes to log in Salesforce:
Personalized emails for contacting prospects & customers:

More AI resources

If you’d like to learn more about Coda AI, explore these resources!
for our next training on “how to add Coda AI to your workflows.”
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