# Salesforce

Integrate your account **Salesforce** to link your recordings of **Salescaling** with your sales opportunities, contacts, and accounts, keeping all your customer information centralized.

## 1. Connection Process

How to Connect Your Account to **Salesforce**?

1. Go to **Settings** > [**Integrations**](https://app.salescaling.com/settings/integrations).
2. Look for the card for **Salesforce** tab, and click **Connect**.
3. You will be redirected to the login page of **Salesforce** so that you enter your credentials and authorize the connection.

## 2. Required Permissions in Salesforce

The user performing the connection must have sufficient permissions to:

* Read and write on objects **Contact**, **Account** and **Opportunity**
* Create and modify **Events** and **EventRelations**
* Access association data between objects

## 3. Information Flow: From Salescaling to Salesforce

After a meeting is processed, **Salescaling** automatically creates activities in Salesforce:

* **Meeting Events**: Events are created in Salesforce with all the meeting information
* **Meeting Summaries**: Detailed notes are added with the conversation summary
* **Consolidated Notes**: All meeting notes and clips are consolidated into a single activity, organized by smart category
* **Automatic Associations**: They are automatically linked to contacts, accounts, and opportunities

## 4. Information Flow: From Salesforce to Salescaling

**Salescaling** uses read permissions to enhance the functionality of **Associations** (Associations), linking each recording with the correct Contacts, Accounts, and Opportunities records.

## 5. Automatic Cascading Associations

**Salescaling** implements an intelligent system of **cascading associations** specifically optimized for Salesforce:

### How Cascading Associations Work:

* **Contact → Account**: When a meeting is associated with a contact, it is automatically linked also to:
  * The account (Account) associated with that contact

> **Important Note**: In Salesforce, Contact to Opportunity associations are handled differently due to the shared structure of the field `WhatId` between Account and Opportunity, avoiding data conflicts.

## 6. Benefits of Full Integration

* **Complete Business Context**: Each meeting is automatically associated with all related records
* **Automatic Synchronization**: There is no need to manually link each association
* **Data Consistency**: The information is kept synchronized between Salesforce and Salescaling
* **Enriched Analysis**: Metrics and analytics include the full context of business relationships
* **Optimization for Salesforce**: The cascade logic is specifically designed for the Salesforce data structure


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