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.
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Only AI-powered bullet-summaries are sent to Salesforce. |
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Only the following Salesforce objects are supported: |
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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 If you want to retain historical content instead of replacing it, Salesforce administrators must configure a Salesforce Record-Triggered Flow.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. |
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Disabling Salesforce integration deletes all associated data and settings of the tenant. |
Integration includes the following main steps: