Sending AI-Powered Summaries to Salesforce
Meeting Insights allows you to send a meeting recording's AI-powered summary to your organization's Salesforce platform. This ensures key discussion points from your sales meetings are readily accessible within Salesforce, and opportunities or leads are kept up-to-date. You can select the Salesforce objects and corresponding fields that you want updated with the summary.
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This feature is available only if your Meeting Insights administrator has enabled it. |
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Only the AI-powered bullet-summaries are sent to Salesforce. |
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Currently, only the following Salesforce objects are supported: |
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The available fields per object are determined by your Meeting Insights administrator. |
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The procedure for sending the summary to Salesforce includes logging in to your organization's Salesforce. This connection remains active for 24 hours. Therefore, you're not prompted to log in for all subsequent meeting recordings' summaries that you want to send to Salesforce within this period. |
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Only the Owner, Co-owner, or users assigned editing privileges to the meeting recording can send the summary to Salesforce. |
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To send AI-powered summary to Salesforce: |
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Do one of the following: |
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List View: In the Navigation pane, click  All Meetings, and then click the Salesforce  icon corresponding to the meeting recording you want. |
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Player Page: In the Navigation pane, click All Meetings, and then click the meeting recording you want; the Player page opens. Click the Salesforce icon (located near top-right corner). |
The following Salesforce login screen appears:
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In the 'Username' and 'Password' fields, enter your Salesforce credentials, and then click Log In; you're successfully connected to Salesforce and Meeting Insights displays the following dialog box: |
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(Optional) Edit the summary before sending it to Salesforce. |
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From the 'Update Level' drop-down list, select the Salesforce object(s) that you want to update (e.g., Account and Opportunity). |
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From the 'Account' drop-down list, select the Account object's field that you want updated with the summary. |
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From the 'Opportunity' drop-down list, select the Opportunity object's field that you want updated with the summary. |
The 'Probability' (to close the deal) and 'Closure Date' fields are read-only and displayed only if the 'Update Level' includes Opportunity. Their values are retrieved from Salesforce.
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Click Send to Salesforce; the summary is sent to Salesforce and added to the selected object fields. The Salesforce icon in the List View and Players page changes to  . |