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Set up the Salesforce Integration
Set up the Salesforce Integration

How to set up the Fellow <> Salesforce Integration

Julia avatar
Written by Julia
Updated over a month ago

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

The Fellow Salesforce integration is User level, meaning that each user will need to follow these instructions to get it set up.

Connecting your Salesforce account

  1. Click on your avatar/company logo in the upper left hand corner of the screen and select User Settings

  2. Click on Apps & Integrations and scroll down to the CRM section and click on the Salesforce card

  3. Then click on the Connect button in the upper right hand corner

  4. If you are currently logged into your Salesforce account, you won't need to go through the full authentication step. Otherwise, just enter the email corresponding to your Salesforce account and follow the rest of the steps

  5. Once connected, you will see a confirmation message pop up at the bottom of your screen

    Now it's all about using the integration! You'll see a panel on the right hand side of the note whenever you have meetings with people outside your organization. Learn more about the integration here.

Setting Up Configurations

Automatically Send Notes 3hr After Meeting

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. Note: you can still manually send notes to Salesforce. Learn more in this article.

To do this:

  1. Visit User Settings --> Apps and Integrations and click on the Salesforce card.

  2. Toggle on "Automatically send notes to Salesforce 3hrs after a meeting" under Configurations

  3. Specify whether or not to include the AI recap and link to recording

  4. Decide how you would like your notes and recap sent to Salesforce. You can configure whether these will be sent as a Task (Call) or as a Note.

    1. If you select Call (Task), you'll see the option to relate it to the Account or an Opportunity as a drop down.

    2. If you select Note, you'll see two more toggles to relate it to Opportunities and or Accounts.

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.

  1. Click the Salesforce Settings and click Setup.

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

  3. Click Page Layout

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

To Disconnect

  1. Just repeat steps 1-4, but this time click the disconnect button in the upper right hand corner

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