*** Salesforce Integration is available for users on the Business or Enterprise Plans***

Overview

The Salesforce integration allows you to easily keep all your customer information in one place by sending your meeting notes and AI-generated recaps to Salesforce.

Additionally, the integration will show you information about the contact that you’re about to meet with alongside your notes in Fellow so you can easily prepare for an upcoming customer call.

Integration Options: User Level or Workspace Level

There are two Salesforce integration options available: Workspace Level Salesforce Integration (BETA) for Enterprise plan customers and User Level Salesforce Integration for Business & Enterprise plans.

The workspace level Salesforce integration offers the ability to edit Salesforce fields and get AI-powered field suggestions, designed to make it even easier to keep Salesforce records complete and up to date. Only available to Enterprise customers.
The user level Salesforce integration allows users to automatically capture and send their meeting notes & AI recaps directly to Salesforce to capture key call information and to associate it with the relevant records. Available for both Business and Enterprise Plans

Contact your account manager to if you're interested in the Workspace level Salesforce integration beta 💪

Setting it up

If you're in the beta program, your Fellow admin can setup the workspace level integration in Workspace Settings > Integrations.

For the user level integration, this will need to be set up by each user that wants to connect Fellow with their Salesforce account. You can do this by going to User Settings > Apps & Integrations. More details here.

Viewing Salesforce info alongside your meeting notes

When a calendar event has an attendee that is external to your organization and that attendee has a matching contact or lead in Salesforce, information about that contact lead will show in a panel alongside your note. The panel will contain relevant information about the contact or lead including the Account, Contact, Opportunity, Lead or Case.

AI Suggestions and Editable Fields Within Fellow

[Included as part of Workspace-level integration only]. Fellow uses your meeting note and/or transcript to make suggestions for what to update in Salesforce after the call has ended. These suggestions can be edited, rejected, or accepted and synced with Salesforce. Learn more here.

Sending your notes & AI recap from Fellow to Salesforce

There are two ways that you can send your Fellow notes and AI recap to Salesforce.

Sending automatically
You can configure the integration to send your notes and AI recap to salesforce automatically 3 hours after the end of your meeting. If there are no AI recap or written notes, nothing will be sent to Salesforce.
You can configure whether to send your notes and AI recap to Salesforce will be sent as a Task (Call) or as a Note. If you send it as a Note you will be able to relate it to a Contact, Lead, Account or Opportunity. If you send it as a Task (Call) you can relate it to a Contact or Lead and/or to an Account, Opportunity or Case.
Sending manually
You can opt to send your notes and AI recap to Salesforce manually by disabling automatic sending in the Salesforce integration settings.

To send the notes manually you will need to navigate to a meeting with an external attendee that has a matching Contact or Lead in Salesforce. You will then see the option to send notes.

Click Send note to Salesforce and you will have the option to send it as a Salesforce Task (Call) or a Salesforce Note. If you send it as a Note you will be able to relate it to a Contact, Lead, Account or Opportunity. If you send it as a Task (Call) you can relate it to a Contact or Lead and/or to an Account, Opportunity or Case. You can also choose whether to include the AI recap.

Sending as a Note or as a Task

The advantage of sending it as a Task (Call) is that it will show up in the activity feed of an object. The downside is that Salesforce Task (Call) doesn’t support maintaining the formatting from your Fellow notes and is more limited in what it can be related to, contact/lead and/or Account, Opportunity or Case.

In this example I’ve created a Task (Call) in Salesforce and related it to a Contact and an Opportunity and this is how it appears.

The advantage of sending it as a Note is that it will maintain the basic formatting from Fellow and can be related to multiple records. In this example I’ve created a Note in Salesforce and related it to an Account. In Salesforce, this is how it appears:

What's included when sending your notes:

When sending your Fellow notes all of the content in your notes will be included as well as a link back to the note in Fellow.

If you’ve selected to also include the AI recap, the summary, chapters and their notes, decisions and suggested action items will be included as well as a link back to the AI recap in Fellow.

Configuring Salesforce to show your notes

If you send your Fellow notes and AI recap to Salesforce as a note, it will be shown under the Related Lists section under “Notes and attachments”.

To view them on your record pages in Salesforce, such as under a Contact or Opportunity, you will need to set up the Notes & Attachments to be visible on your existing page layouts. You can do this in Salesforce by following these steps.

Click the Salesforce Settings and click Setup.

Click on Object Manager and click the Object you wish to change the page layout for.

Drag the Notes and Attachments related list onto the page layout. Click save.