Otter will sync Sales Insights to the appropriate Account, Opportunity, Contact, and Lead in Salesforce. Review synced Otter conversations:

1. In Salesforce, click on Contact (Sales Insights can also be found through Account, Opportunity, or Lead).

2. On the right side panel under the Activity tab, look or filter for your meeting Task (). The Task name will reflect the Otter conversation name for easy lookup.

   Note: A new Task is created when Otter syncs the Sales Insights to Salesforce.
3. Click on the Task.
   
4. Begin reviewing the meeting conversation. Learn more about what is synced to Salesforce.
   

The following Otter conversation elements will be synced to Salesforce to help expedite your post-meeting workflow: 

• Otter conversation name is populated in both Otter and Salesforce for easy lookup
• Owner of the conversation
• Date of the meeting
• One-click link back to the Otter conversation
• Participant(s) of the meeting conversation
• Insights of the conversation
  • Custom Meeting Type Templates
  • CRM Integration: Sync Insights to Custom Fields

Follow the guide below to connect Salesforce to your entire Otter Workspace (recommended). Salesforce will be connected to the entire Workspace for all members.

Package Installation

1. Log in to the Salesforce instance where you want to install the package.
2. Click on the URL below to install the package.
3. Select the option Install for All Users.
4. Click Install.
   
5. You can click Done once the ‘Installation Complete!’ message is shown.
   
6. Sign in to Otter.ai as an admin. Click on Apps & Integrations. Click Add next to Salesforce. Connect your Salesforce account.
   
7. Click Connect to all Otter Workspace accounts.
   
8. Once connected, you can manage your Insights and connection settings for Salesforce. Learn more about managing your Insights and settings.
   

Salesforce

1. Log in to your Salesforce account where you have installed the package if not already logged in.
2. Navigate to Setup. In the Quick Find field, search for ‘Permission Sets’. 
3. Click into Permissions Sets.
   
4. Find Otter Admin Permission Set. 
5. Click on Manage Assignments.
   

Click Add Assignments and assign the Otter Admin permissions to the user who will be managing the Otter Salesforce connection.

Otter.ai App Configuration

After assigning the permission set, in the App launcher, search for ‘Otter.AI’. Click on Otter.ai app.

Review the next 3 steps to complete the setup: 

• Configuration Settings
• Participant Requests
• Task Layout

Configuration Settings

View and manage the configuration for the Otter.ai app. The configuration settings contain two tabs: Monitoring Assistant and Settings. Review the steps below for the Otter.ai app.

1. Monitoring Assistant
   View the processing status of the meetings received from Otter.ai. After installing the package to initiate the processing of the received meeting requests, click on the Run Job button. This will start processing the received meeting requests.
   

2. Settings
   Adjust the processing frequency of the meetings. This will give you the ability to set the time after which the next process will be executed (i.e., how often you want to process the meeting requests).
   
   The default frequency for processing is 15 minutes (i.e., after every 15 minutes, post previous execution, the app will check for any new meeting requests and start processing them).
   

Participant Requests

This tab contains information on all the meeting requests received from Otter.ai. You will find the list of meetings and their details, such as meeting attendees and status of sync.

Task Layout

Please add the below fields to the Task Layout to see meeting insights data.

1. Navigate to Setup. 
2. Click on Object Manager > Search for Task > Page Layouts.
   
3. Select the page layout(s) where you want to add the below fields.
   • End Time
   • Start Time
   • Meeting Date
   • Meeting Summary
   • Participants
   • Transcript Link
4. Assign Otter Meeting Insights View permission set to the users who need to see that data.

Now that Salesforce is connected to your Workspace, admins can manage Insights and settings for Salesforce. Learn more about syncing Insights to Custom Fields and managing your Salesforce connection. 

If Salesforce is not installed across the entire Workspace, members can connect Salesforce to their own Otter account. Follow the guide below to connect only your Otter account to Salesforce. This will only connect Salesforce to your individual account, and not for the entire Workspace. Only recorded conversations from your calendar event (that has external guests) will be synced to Salesforce.

1. Sign in to Otter.ai. Click on Apps & Integrations. Click Add next to Salesforce. 
   

   Note: If Salesforce is not showing as an option on the Apps page, please contact your Workspace Admin, who can reach out to your Otter account manager. 
2.  Log in to your Salesforce account to authorize the connection to Otter. Your account will be connected immediately after the OAuth step.
   
3. Your Salesforce account is now connected to your Otter account. Click on Manage.
4. Manage your settings and click Confirm.
   • Task export to contacts: Automatically push insights to Salesforce if a matching contact is found.
   • Salesforce enriched Otter Chat: Get quick answers based on your Salesforce data using Otter Chat.
     

Only conversations you record that are tagged by Otter as a ‘Sales’ type will be synced to Salesforce through this connection.  

• No. 
• Otter does not support Salesforce Sandboxes at this time. 
• Ensure you are connecting Otter to your production environment in Salesforce.