Setting Up Salesforce and Obtaining Required Information

Before you can configure Meeting Insights to integrate with your organization's Salesforce platform, you need to do the following in Salesforce:

1.

Create a Connected App for integration with Meeting Insights - see Creating a Connected App in Salesforce.

2.

Obtain the following information for Meeting Insights:

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Salesforce domain URL - Obtaining the Salesforce Domain URL.

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Connected App client ID and client secret key - Obtaining Client ID and Secret of Salesforce Connected App.

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Field (API) names of the Account and Opportunity Salesforce objects where Meeting Insights can send AI-powered meeting summaries - Obtaining Salesforce Object Field (API) Names.