Otter Salesforce for Enterprise – Help Center

Connect Salesforce to your Otter workspace

Connect your Salesforce account to Otter and start syncing meeting conversations directly to your CRM. Admins can install Salesforce for the entire workspace so all members can take advantage of the CRM Autofill features.

👉 View our general guide for an overview of Salesforce for individual account connections.

Required: You must be both the Otter workspace admin and Salesforce admin to complete the installation steps below. This integration requires Salesforce Sales Cloud and one of the following editions: Enterprise, Unlimited, or Developer Edition.

Connect Salesforce to Otter

Go to Integrations and click Connect next to Salesforce.
Sign in to your Salesforce account and review the permissions. Click Allow to connect Otter.

Note: Salesforce UI may change over time. Refer to the pop-up prompts for the most up-to-date information.
Salesforce is connected. Click Connect for all to connect Salesforce for all users in your workspace.
Salesforce is connected for all members in the workspace. Admins can manage Salesforce settings anytime in Integrations → Salesforce.

Map Insights to Salesforce fields (admin)

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

Select the template you want to map and map your Insights to the custom fields. The custom mapping(s) will apply to all future recordings. Easily access all generated Insights through Custom Meeting Templates to drive the next steps.

Note: Only text fields are supported at this time. Custom fields from Salesforce Opportunities can be mapped.

Manage Salesforce settings (admin)

Manage your Otter Salesforce settings for your workspace, including task creation, field mapping, and AI Chat for Salesforce. Learn more about manually exporting a conversation to Salesforce.

Manually export a conversation Export your conversations to Salesforce manually

You can manually export a conversation to Salesforce. Learn more about manually exporting a conversation.

FAQs

👉 Check out our other frequently asked questions for more information.

Can workspace members connect their own account?

If a workspace admin has connected Salesforce for the entire workspace, individual members cannot connect their own Salesforce accounts. Contact the workspace admin to make changes to the integration settings.

How can a workspace member connect their own Salesforce account?

If a workspace admin has not connected Salesforce for the entire workspace, individual workspace members can connect their own Salesforce accounts to Otter.ai.

Members can follow the Salesforce setup guide to connect and manage their individual Salesforce integration.