Embed your Salesforce reports, dashboards, tables, analytics and pipelines in Coda

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How to set up an integration from Salesforce to Coda
Set up a Plus account and install the Chrome extension.
Take a Snapshot of Salesforce.
Adjust Snapshot settings and fine-tune refresh rate as needed.
Paste your Snapshot URL into Coda.
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Manage customer relationships with the leading cloud CRM platform

About Coda

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