The magic of Packs: Salesforce + Coda

Have you ever felt limited by your Salesforce collaboration? Or wished for more flexibility in managing specific data and accounts? Great news! With the Coda Salesforce Pack, you’re able to give the right people on your team visibility into pipeline and account data as well as the power to make quick updates.

Join Coda Expert Kristen Lobo for a how-to on using the Salesforce Pack in Coda. She walks through the benefits of integrating Coda and Salesforce.

From this session, you’ll learn:

• How to connect the Salesforce Pack.
• How to save time and remove room for update errors with two-way sync.
• Ways to bring the Pack into your team hub for added visibility where it can act as a real-time goals dashboard.

Also, calling all Salesforce Admins: we're hosting a special session on March 18 diving into the Salesforce Pack for Salesforce Admins. More information here.

Some baseline Coda knowledge is helpful before attending this session. If you’re new to Coda, we recommend attending our Fundamentals of Coda session first.