Integrating Meeting Insights with Salesforce

You can leverage the power of AI-generated meeting summaries by integrating Meeting Insights with your organization's Salesforce platform. This integration allows users to send summaries to specific Salesforce objects, such as the Account object, populating designated fields like 'ACompany'. This ensures key discussion points from sales meetings are readily accessible within Salesforce, opportunities are kept up-to-date, and sales efficiency is improved.

● Only AI-powered bullet-summaries are sent to Salesforce.
● Only the following Salesforce objects are supported:
✔ Account
✔ Opportunity
● When Meeting Insights updates a Salesforce object field with the AI-powered summary, it adds the new content to any existing content.
● Disabling Salesforce integration deletes all associated data and settings of the tenant.

Integration includes the following main steps:

■ Setting up Salesforce and obtaining required information for Meeting Insights (see Setting Up Salesforce and Obtaining Required Information).
■ Configuring Meeting Insights for integrating with your Salesforce platform (see Configuring Meeting Insights for Salesforce Integration).