Otter Salesforce for Enterprise

1. Click Integrations and click Add next to Salesforce. 

   

2. Sign in to your Salesforce account and connect your account. Once connected, click Otter.ai Managed Package.

   

3. Select Install for All Users, click Install, and click Continue to approve access.

   

4. Installation is complete.

   

1. Sign in to Salesforce and search for Permission Sets under Users.

   

2. There will be two permission sets you need configure: Otter Admin and Otter Meeting Insights View.

   

3. Click Manage Assignments for each one, then assign the users.

   • Otter Admin: Assign Otter admin permissions to the user who will manage the Otter Salesforce connection. We recommend assigning an Otter workspace admin user to the permissions.
   • Otter Meeting Insights View: Assign permission set to the users who will need to see the insights under your tasks. 

   

Go to the Otter.ai app by searching for it in App Launcher. 

Monitoring Assistant

View the processing status of the meetings received from Otter.ai. After installing the package, initiate processing of received meeting requests. 

Under the Monitoring Assistant tab, click Run Job. 

This will start processing the received meeting requests.

Configure Settings

Set how often meetings are processed. This controls how frequently the app checks for new meeting requests and starts processing them. The default processing frequency is 15 minutes, meaning the app checks for new meeting requests every 15 minutes after the previous processing cycle. (e.g., after every 15 minutes, post previous execution, the app will check for any new meeting requests and start processing them). 

Set your frequency in Batch Schedule Frequency and click Save.

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, including meeting attendees and sync status.

All of the meeting data will fall under Tasks.

1. Navigate to Setup.

   Note: The location of the Setup menu may vary depending on your Salesforce version and interface configuration.

   

2. Go to Object Manager → Page Layouts. Edit the page layouts for tasks. Select the page layout(s) where you want to add the fields below.
   • End Time
   • Start Time
   • Meeting Date
   • Meeting Summary
   • Participants

   • Transcript Link

     

After configuring and installing Otter.ai in Salesforce, return to Otter.ai to complete the setup to connect Salesforce across your workspace and manage meeting Insights. Connecting Salesforce for all workspace users ensures the admin has full control over managing the integration.

1. On the Integrations page, click Add to connect for all users in the workspace. 

   

2. Salesforce is connected for all members in the workspace. Click Manage if the insights settings did not automatically pop up.

   

Map insights to Salesforce fields

Control how conversations sync, manage insights, and Salesforce settings. Now that Salesforce is connected to your workspace, admins can manage Insights and settings for Salesforce. 

• Custom Meeting Type Templates: Edit your templates to control what is synced over to Salesforce
• CRM Integration: Sync Insights to Custom Fields

Manage your Otter Salesforce settings. Automatically sync insights to Salesforce, or manually export a conversation at any time. Learn more about manually exporting a conversation to Salesforce.

If a workspace admin connects Salesforce for all workspace members, individual members will not be able to connect their own Salesforce accounts. This option is recommended for admins who want centralized control over the Salesforce integration and settings.

If a workspace admin does not connect Salesforce for the entire workspace, individual members can connect and manage their own Salesforce accounts separately. Members can follow the general setup guide to connect their account.

Once members connect their account, they can manage their own Salesforce connection settings in Integrations → Salesforce → Manage.

• Exports to Salesforce: Choose whether conversations are synced automatically or manually after a meeting ends.
• Task export to contacts: Automatically push insights to Salesforce if a matching contact is found.
• Salesforce-enriched Otter Chat: Get quick answers using AI Chat powered by your Salesforce data.

Learn more about manually exporting a conversation.