Coda AI + Salesforce

Salesforce + Coda... now with AI!

By using the

Salesforce Pack⁠

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:

Trends & insights⁠

Auto-generated call notes to log in Salesforce:

Call notes⁠

Personalized emails for contacting prospects & customers:

Personalized emails⁠

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More AI resources

If you’d like to learn more about Coda AI, explore these resources!

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Coda AI features | Coda Help Center⁠

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Coda AI guides⁠

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Coda AI template Gallery⁠

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Sign up⁠

for our next training on “how to add Coda AI to your workflows.”

Gallery

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