Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce to Code Docsend for more efficient data management. Follow these steps:

1. Sign in to your Salesforce account and open the record containing the data you want to transfer, such as customer information and account details.
2. In Salesforce, label the information you want to transfer with Magical, like Customer Name, Email Address, or Account Details.
3. Sign in to your Code Docsend account and open the document where you want to add the Salesforce data.
4. Type "//" in an empty field and select the information you want to transfer from Salesforce such as First name, Company, etc.
5. The next time you fill out a document, Magical will automatically transfer all the fields into the form with one click.