Coda AI + Salesforce
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Coda AI + Salesforce
Coda AI + Salesforce

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Call notes

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Coda AI can help you keep your CRM data fresh!

Once you sync in your Salesforce contacts, you can add a notes column for keeping track of call notes. Coda AI can then create summaries you can log to Salesforce. You can also generate and send follow up emails, shown in
Personalized emails
⁠
.
Acme Contacts
1
Connect your account to refresh data from Salesforce.
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Last name
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Report record
First name
Last name
Title
Call date
Topic
Notes
AI summary
Log to SFDC
1
Deedee
Herd
Product Manager
7/14/2023
Team Documentation Hub
Open
Deedee, a Product Manager, wants to create a team hub to track all their team's documentation and best practices, exploring options to organize and share information.
Log to SFDC
2
Miko
Gass
Program Manager
8/17/2023
Coda for team onboarding
Open
Miko wants to purchase Coda for project tracking and onboarding new team members, and is interested in its features and pricing, with plans to provide feedback.
Log to SFDC
3
Bianca
Barry
Recruiting Director
8/24/2023
Coda Day Planning
Open
Bianca is eager to increase usage of Coda, planning a Coda day and suggesting a Slack channel for questions, with interest in involving the recruiting team and providing swag.
Log to SFDC
4
James
Hastings
Sales Director
9/21/2023
Sales Strategy Platform
Open
James heads a sales team using various tools, but struggles to coordinate account strategy; he discovered Coda's account plan template and wants to switch to it.
Log to SFDC
5
Mary
Barra
Designer
10/12/2023
Design Collaboration with Coda
Open
Mary Barra's design team seeks an ideal platform for design collaboration and project tracking, and is considering Coda due to its ability to embed tools like Figma.
Log to SFDC
6
Indra
Nooyi
HR Director
10/20/2023
Coda for Account Planning
Open
Indra Nooyi wants to replace multiple tools with Coda, finding it a clear way to rally and devise account strategies, integrating with Salesforce data.
Log to SFDC
7
Safra
Catz
Product Marketing Manager
10/31/2023
Marketing Collaboration on Coda
Open
Safra Catz is interested in using Coda as the main platform for marketing collaboration and project tracking, replacing Google Sheets, Confluence, and Salesforce.
Log to SFDC
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