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.
A few of the 50,000+ teams planning ahead with Coda.
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.
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.”
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.
Visualize your progress.
See (and share!) how far you’ve come with Coda’s charts and reports.
Put automations to work.
Take manual tasks off your team’s plate with Coda’s suite of automations.
Ready to dive in? Our templates give you a head start.
Get going ASAP with one of our pre-built, battle-tested templates. Here are three of our favorites.
Team dashboard
Review your overall sales pipeline, closed/won/lost opportunities, and more.
SDFC + Coda Team Starter Kit
Get the ultimate starter guide for combining the best of Coda and Salesforce.
Product feature requests
Bring notes from the field into your Salesforce accounts to help prioritize your roadmap.