Coda + Salesforce

Is siloed information slowing your selling motions? Bring your mission-critical content into Coda, the all-in-one platform that helps you make the most of your Salesforce data.

standup notes

A few of the 50,000+ teams planning ahead with Coda.

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Tab-switching isn’t part of the job description.

With real-time syncing, you can stop switching between Salesforce and other tools to verify you’re viewing the most up-to-date customer information.
Organize your stickies
Key performance insights

Key performance insights, customer trends, and call notes—in one place.

Bring data into any Coda doc to take advantage of robust reporting, analysis, and visualization capabilities. Then share your findings with key stakeholders with a single click—and drive smarter decision-making.

Axe the admin tasks.

You want to spend your time doing what you do best: selling. Automate manual tasks and streamline sales processes with custom workflows that take the work out of “busywork.”
Axe the admin tasks

Start here: Create your single source of sales truth with Coda.

Connect two of your sales team’s most-used platforms to drive collaboration, ensure data accuracy, and improve sales processes.
Sync data across tools.

Skip the tab-switching by editing Salesforce data directly in Coda.

Get the Salesforce Pack
Visualize your progress.

See (and share!) how far you’ve come with Coda’s charts and reports.

Explore dashboards
Put automations to work.

Take manual tasks off your team’s plate with Coda’s suite of automations.

Explore automations

Do more with your Salesforce data with Coda.


How much does it cost to integrate Coda and Salesforce?

Can integrating Coda and Salesforce reduce my team’s software expenses?

How does Coda integrate with Salesforce?

Are updates made in Salesforce synced in Coda in real time?