Configuring Meeting Insights for Salesforce Integration

Once you have obtained the required information from your Salesforce account (see Setting Up Salesforce and Obtaining Required Information), you can configure Meeting Insights for integration with Salesforce.

➢ To configure Meeting Insights for Salesforce integration:
1. Under the ‘Settings’ menu, expand Integrations, and then click Apps; the Integrations page appears.
2. Under the Salesforce group, click the toggle button to enable Salesforce integration:

The following dialog box appears:

3. Configure Salesforce connectivity:
a. In the 'Domain' field, enter the domain URL of your organization's Salesforce platform. For obtaining the domain URL, see Obtaining the Salesforce Domain URL.
b. In the 'Client ID' field, enter the client ID of the Salesforce connected app. For obtaining the client ID, see Obtaining Client ID and Secret of Salesforce Connected App.
c. In the 'Client Secret' field, enter the client secret key of the Salesforce connected app. For obtaining the client secret, see Obtaining Client ID and Secret of Salesforce Connected App.
4. For each Salesforce object listed under 'Salesforce object to update' (Account or Opportunity), enter the Salesforce field name in the corresponding 'Salesforce field to update' column. These are the fields where Meeting Insights sends the meeting summary (if selected by the user).
● The field names must be the API field names. To obtain the API field names, see Obtaining Salesforce Object Field (API) Names.
● Make sure that the field names are exactly as they appear in Salesforce.
● Meeting Insights supports only the Account and Opportunity Salesforce objects.
● When Meeting Insights updates a Salesforce object field with the AI-powered summary, it replaces the existing content with the new data. This means that any previously stored information in that field is overwritten and lost. If you want to retain historical content instead of replacing it, Salesforce administrators must configure a Salesforce Record-Triggered Flow. This feature automatically stores (logs) previous content before the update occurs.
5. Click Submit.
6. Enable Salesforce for User Profiles:
a. Expand the User Settings menu, and then click User Profiles.
b. Add a new User Profile or edit an existing one.
c. Under the Permissions group, click the Salesforce toggle button to turn it on:

7. Click Apply.