Salesforce

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

1. Connection Process

How to Connect your Salesforce?

1. Go to Settings > Integrations.

2. Find the Salesforce integration and click Connect.

3. You will be redirected to the Salesforce for you to enter your credentials and authorize the connection.

2. Required Permissions in Salesforce

The user who makes the connection must have sufficient permissions to:

• Read and write on objects Contact, Account and Opportunity

• Create and modify Events and EventRelations

• Access to object relationship data

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 meeting information

• Meeting Summaries: Detailed notes with the conversation summary are added

• 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 power the Associations (Associations), linking each recording with the correct Contacts, Accounts, and Opportunities records.

5. Automatic Cascade Associations

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

How Cascade Associations Work:

• Contact → Account: When a meeting is associated with a contact, it is automatically also linked to:

  • The account (Account) associated with that contact

Important Note: In Salesforce, Contact-to-Opportunity associations are handled differently due to the shared field structure 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: Information is kept synchronized between Salesforce and Salescaling

• Enriched Analytics: Metrics and analytics include the full context of business relationships

• Optimization for Salesforce: The cascade logic is specifically designed for Salesforce's data structure