MeetRecord & Salesforce Integration

Overview

Salesforce is the world’s leading customer relationship management (CRM) platform. The integration between Salesforce and MeetRecord synchronizes essential data, providing critical business insights and streamlining your sales operations. This integration enables you to view Salesforce data directly within MeetRecord, offering a comprehensive overview of customer interactions and sales activities.

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Use MeetRecord Data in Salesforce

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Install MeetRecord for Salesforce to seamlessly integrate MeetRecord data with Salesforce, enabling you to:

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• View Comprehensive Call Data: Access detailed MeetRecord call data, including topics, keyword trackers, and conversation stats, directly within Salesforce accounts, opportunities, contacts, and leads

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• Enhanced Reporting: Combine MeetRecord and Salesforce data to generate pipeline, account, and deal-level reports, providing enhanced visibility into your sales processes.

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• Contextual Insights: Enrich your Salesforce records with MeetRecord data, offering better decision-making through contextual information.

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Send Salesforce CRM Data to MeetRecord

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Automatically associate Salesforce CRM data with MeetRecord activities, improving the contextual understanding of each interaction and making your sales data more actionable. This integration allows you to:

• Filter Calls: Use Salesforce custom fields to determine which calls get recorded, ensuring that only relevant conversations are captured and analyzed.

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• Automated Data Import: Seamlessly import new team members from Salesforce to MeetRecord, reducing manual data entry.

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• Enhanced Search: Leverage Salesforce fields to refine and enhance search functionality within MeetRecord.

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• Deal Health Score: Utilize Salesforce fields to gain insights into deal closure likelihood, helping you prioritize your efforts.

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Invaluable Insights and Forecasting

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MeetRecord provides insights you can use to update revenue forecasts based on real-time data. By integrating with Salesforce, you can see revenue risks in your pipeline across CRM stages, understand your pipeline, and consistently grow your business year over year, avoiding end-of-quarter surprises.

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Integration Details

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The integration between MeetRecord and Salesforce is facilitated through a managed package app, allowing for both read and write access to Salesforce. This enables two key functionalities:

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1. Create Conversation Records: Automatically generate MeetRecord conversation records in Salesforce, linked to relevant accounts, opportunities, contacts, and leads.
2. Autofill Custom Fields: Use the AI Docs feature to autofill custom fields in your CRM, reducing manual effort and improving data accuracy.

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How to Integrate Salesforce with MeetRecord

Step 1:
Go to the Integrations page in your MeetRecord Settings.

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Step 2:
Click on the 'Connect' button under the Salesforce icon.

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Step 3:
A new page will open to authorize Salesforce. If you have multiple Salesforce accounts, select the appropriate account and proceed.

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Step 4:
Click 'Connect App' to complete the integration.

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Step 5:
You’ll be redirected to the MeetRecord Integrations page, where Salesforce will now appear as "Connected."

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CTA - Connect MeetRecord with Salesforce

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FAQs

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1. What is MeetRecord for Salesforce?

MeetRecord for Salesforce is a managed package app available on Salesforce AppExchange. It allows you to access and utilize conversation data created by MeetRecord directly within Salesforce, providing a seamless integration experience.

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2. Why should I set up a Salesforce integration?

Integrating Salesforce with MeetRecord allows your team to search and analyze conversations based on Salesforce fields (such as stage or amount) and enrich your Salesforce records by pushing conversation data from MeetRecord. This integration significantly enhances the quality and depth of your Salesforce data, making it more actionable and valuable for your sales processes.

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3. What permissions are required to connect Salesforce to MeetRecord?

To successfully connect Salesforce to MeetRecord, the individual performing the OAuth connection must have the following Salesforce permissions:

• Read permissions: Account, Opportunity, Contact, Lead, Opportunity Stage, and Opportunity History.
• Write permissions: If you plan to push calls to custom objects, ensure you have write permissions to the Conversation object.
• View permissions: To access the app within Salesforce, read permissions are required for the Conversation object and all related custom objects.

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4. Why should I set up an integration user?

We recommend using a dedicated integration user to maintain the stability of your connection. If the user who initially set up the integration is deactivated, the connection will be lost. By using a dedicated user (not tied to a real employee), you ensure that the integration remains active and uninterrupted, preventing potential disruptions.

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5. Can I control what Salesforce data is imported into MeetRecord?

Yes, you have control over which Salesforce fields (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.

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6. How does MeetRecord use Salesforce data?

MeetRecord leverages Salesforce data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.

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7. Can I control which MeetRecord calls are exported to Salesforce?

Yes, once MeetRecord is integrated with Salesforce, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Salesforce Dashboard as needed, giving you full control over what data is stored.

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8. What should I set up in Salesforce to enable MeetRecord to push call data?

To allow MeetRecord to push call data into Salesforce, the following configurations are automatically set up:

• MeetRecord Conversation Salesforce Object: This object structures all call data within each conversation.
• Custom Objects: A set of custom objects is created to organize and manage call data.
• Canvas App: This app displays call highlights and transcripts.
• Connected App: Enables API usage from MeetRecord to Salesforce for seamless data transfer.

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