How to connect Salesforce integration?
Head to settings, then into apps, locate the Salesforce card under the CRM category, and click connect.
You'll then be requested by Salesforce to sign in and authorize adam.ai to have access to your Salesforce account. It'll soon redirect back to the apps tab in adam.ai and you'll see that Salesforce is now successfully connected and ready to be used.
Note: This integration is only available on the enterprise plan. You must enable the shared activities features to be able to sync the same meeting to multiple contacts (guide on how to enable it). We must have full access to be able to sync contact changes from salesforce to adam.ai meetplace.
After you successfully connect to Salesforce, all your CRM contacts will automatically be synced on adam.ai members page where you can now create meetings and invite attendees directly form your contacts on adam.ai.
How to log your meetings on adam.ai to Salesforce CRM?
With Salesforce connection, all meetings created on adam.ai will automatically be synced to your CRM meetings log on Salesforce where you'll be able to view all meeting details, attendees, and duration. You can also select meetings to directly view in adam.ai.
How to disconnect Salesforce integration?
Don't want Salesforce connected on adam.ai anymore? Head to settings then apps, locate the Salesforce card then click disconnect.