Embed your Salesforce reports, dashboards, tables, analytics and pipelines in Obsidian
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How to set up an integration from Salesforce to Obsidian
1
Set up a Plus account and install the Chrome extension.
2
Take a Snapshot of Salesforce.
3
Adjust Snapshot settings and fine-tune refresh rate as needed.
4
Paste your Snapshot URL into Obsidian.
About Salesforce
Manage customer relationships with the leading cloud CRM platform
About Obsidian
Connect ideas, insights and information across notes, files and web research with this knowledge management and note-taking app
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