Fellow

This feature is available as a beta feature on the Enterprise Plan. If you are interested in getting early access for your workspace, please contact your Account Manager.

After the call has ended, Fellow can analyze your meeting (notes and/or transcript) to make suggestions for what to update in Salesforce. These suggestions can be edited, rejected, or accepted and synced with Salesforce.

This makes it quick and easy for reps to update Salesforce fields, without spending time synthesizing the information themselves and typing out the answers.

With this integration, admins also have the option to customize which objects and fields are shown for each contact. Admins can also specify which object or fields are view only, editable, or AI-suggestable. 

Note: This feature is currently in beta. In order to be part of the beta, please contact your account manager or reach out to the support team at <a href="mailto:support@fellow.co" rel="nofollow noopener noreferrer" target="_blank">support@fellow.co</a>

An admin will first need to set up the workspace-wide integration in Workspace Settings.  

Then individual users can opt in to setting the Salesforce panel next to their notes by connecting the Salesforce integration under user integration. Below we'll provide instructions for admins to set up these AI suggestions. <a href="https://help.fellow.app/en/articles/5661940-set-up-the-salesforce-integration">Full instructions for the user-level integration can be found here.</a>

Open your Workspace Settings and click on Integrations.

Click Sync with Salesforce. Once you have pressed this button, you will see a spinning wheel while syncing is in progress.

1. Select which fields and objects should be visible or accessible within Fellow. To do this, click on the "X Objects selected dropdown" and check off the relevant boxes
 
 
2. Determine the configuration - View only, Editable, or AI suggestion. 
 
 
 1. View only: reps can view this information in Fellow but can not change the content or review an AI suggestion
 
 2. Editable: reps can manually edit this field
 
 3. AI suggestion: based on the meeting note and transcript, Fellow will provide AI suggestions for content to be entered. If you select this option, you will need to add a prompting question about what information should be entered. For example, "Who has the authority to make a decision?", "What are the current tools and products that the customer is using?"

Once you are happy with all the configurations, click on Save configuration in the upper right hand corner. 

1. Open your Workspace Settings and click on Integrations.
 
2. Click on Salesforce 
 
 
3. Press Connect
 
 
4. Login to your Salesforce account
 
5. Click Sync with Salesforce. Once you have pressed this button, you will see a spinning wheel while syncing is in progress. 
 
 
6. Then comes the customization! 
 
 
 1. Select which fields and objects should be visible or accessible within Fellow. To do this, click on the "X Objects selected dropdown" and check off the relevant boxes
 
 
 2. Determine the configuration - View only, Editable, or AI suggestion. 
 
 
 1. View only: reps can view this information in Fellow but can not change the content or review an AI suggestion
 
 2. Editable: reps can manually edit this field
 
 3. AI suggestion: based on the meeting note and transcript, Fellow will provide AI suggestions for content to be entered. If you select this option, you will need to add a prompting question about what information should be entered. For example, "Who has the authority to make a decision?", "What are the current tools and products that the customer is using?"
 
7. Once you are happy with all the configurations, click on Save configuration in the upper right hand corner.

How it works

Setting it up

Admins