Otter Starter Pack - Salesforce

The Otter Starter Pack – Salesforce is designed for admins who want a quick, high-level overview of how Otter integrates with Salesforce, including key configuration considerations and what to review to ensure a successful deployment.

⚙️ Otter Notetaker Settings

Before connecting Salesforce, review the following workspace settings available to Otter Enterprise admins. Admins can access these settings in Manage Workspace > Settings. 

• Auto-join setting for workspace members — Control how the Notetaker joins meetings in your workspace. Admins can choose which options are available to end users and set a default behavior that applies to all users (e.g., “Meetings the member manually selects”).
• Auto-sharing options for workspace members — Control how meeting transcripts are automatically shared after a meeting ends. Admins can choose which sharing options are available to end users and set a default behavior that applies to all users (e.g., “Guests who are members of your workspace”).
• Rename your Otter Notetaker — Admins can customize how the Notetaker appears in all meetings (e.g., “Abigail’s Notetaker” → “Abigail’s AI Notes”). Learn more about renaming your Notetaker.

🗓️ Calendar

• Each Otter user in your workspace must connect their calendar in Integrations > Google / Microsoft > Add.
• This is required because Otter uses meeting participants’ email addresses to determine whether a meeting qualifies as a "Sales meeting"—if any participant’s email address is outside your company’s domain, the meeting is automatically classified as Sales. Only calendar meetings marked as "Sales" will sync to Salesforce. 

Otter Notetaker Behavior

Auto-joined meetings (e.g., “Meetings where I am the host”) — Meetings will be automatically recorded and evaluated to determine whether they qualify as sales meetings. 

Manually joined meetings (e.g., “Meetings I manually select”) — Users must select the associated calendar event when starting a recording to ensure the meeting is evaluated correctly.

🖥️ Salesforce integration

Admins can add Salesforce in Integrations > Salesforce > Add. Ensure you connect Salesforce for all workspace users.

Otter data synced to Salesforce

Once Salesforce is connected, Otter will identify "Sales" type calls and start syncing conversation data. Learn more about what is synced to Salesforce.

Autofill Salesforce fields

Otter admins can map specific Otter Insights to fields on the Salesforce Opportunity object. This option becomes available after the Salesforce integration is authenticated, and you select Manage. Learn more about managing and customizing Salesforce Insights.

Customize your insights

The Otter Insights are configurable in meeting templates. 

• Workspace-level meeting templates can be created by Otter admins for all users to use in Manage Workspace > Templates.
  
• Individuals can also create their own meeting templates in Account Settings > Templates.
  

✨ Fully customizable to fit your company’s needs