> ## Documentation Index
> Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Salesforce CRM

> Connect Salesforce to Triple Session AI Coach to push call evaluation insights directly to your opportunities and keep your CRM automatically updated.

Connect Salesforce as a CRM sync destination to push AI Coach call evaluation insights directly to your opportunities.

## Prerequisites

Before connecting, make sure your Salesforce account meets the following requirements:

**Supported Salesforce editions:**

* **Enterprise Edition (EE)**
* **Unlimited Edition (UE)**
* **Professional Edition (PE)** — with API access enabled
* **Starter Edition (S)** — with API access enabled via AppExchange

<Warning>
  API access is required. If you are on the **Professional** or **Starter** edition, confirm with your Salesforce administrator that API access is enabled before proceeding.
</Warning>

## What the integration does

Triple Session AI Coach uses a **Salesforce Connected App** to securely interact with your CRM. Once connected, the integration can:

* **Fetch opportunities** — retrieve details about open opportunities to provide relevant context during call evaluations.
* **Map opportunity objects to AI Coach Deal Insights** — connect your Salesforce Opportunity object to an AI Coach Deal Insight.
* **Update opportunities** — automatically push evaluation data to Salesforce to keep your CRM up to date.
* **Access user information** — use Salesforce identity services to authenticate and personalize the experience for your sales reps.

## Connect Salesforce to AI Coach

<Steps>
  <Step title="Navigate to CRM settings">
    Open **AI Coach** in your workspace. Click **Settings** in the left-hand menu, then under **Workspace Settings**, select **CRM**.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/salesforce/connect-1.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=969a6bc17ac237fc290a482cb320cdc9" alt="CRM settings page in AI Coach" width="1219" height="665" data-path="images/integrations/salesforce/connect-1.png" />
    </Frame>
  </Step>

  <Step title="Connect Salesforce">
    Click the **Connect Salesforce** button. You'll be redirected to Salesforce to authenticate your account.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/salesforce/connect-2.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=58fd3c9d582d6db6168256fadc8fc1ac" alt="Connect Salesforce button" width="1219" height="802" data-path="images/integrations/salesforce/connect-2.png" />
    </Frame>
  </Step>

  <Step title="Approve permissions">
    Log in to your Salesforce account and approve the requested permissions for Triple Session AI Coach.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/salesforce/connect-3.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=54e3e9d8661d21336ab619c7d0871670" alt="Salesforce approve permissions screen" width="2726" height="1364" data-path="images/integrations/salesforce/connect-3.png" />
    </Frame>
  </Step>

  <Step title="Return to AI Coach">
    Once authorized, you'll be redirected back to AI Coach. A confirmation message will indicate that Salesforce is now connected.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/salesforce/connect-4.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=66f560a0509caa11969936463439f97b" alt="Salesforce connected confirmation in AI Coach" width="2894" height="1362" data-path="images/integrations/salesforce/connect-4.png" />
    </Frame>
  </Step>
</Steps>

***

After connecting, see [Keep Your CRM Updated](/crm/keep-crm-updated) to learn how to push insights manually or automatically, and [Map Fields](/crm/map-fields) to configure which properties get updated.

***

## Troubleshooting

### The app is requesting to reconnect

If AI Coach is prompting you to reconnect Salesforce, the refresh token may have been revoked. To prevent this, review the Connected App policies in Salesforce:

<Steps>
  <Step title="Open Connected App settings">
    In Salesforce, go to **Setup → Apps → Connected Apps → Manage Connected Apps**.
  </Step>

  <Step title="Find and edit the Triple Session app">
    Find **Triple Session AI Coach** in the list and click **Edit**.
  </Step>

  <Step title="Apply the recommended configuration">
    Ensure the app has the following settings:

    * **Refresh Token Policy:** Refresh token is valid until revoked
    * **IP Relaxation:** Relax IP restrictions
    * **Permitted Users:** All users may self-authorize
    * **Enable Token Exchange Flow:** Checked

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/salesforce/connect-5.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=d7ebe1efa7a99f6a3b443506fb01c955" alt="Salesforce Connected App recommended configuration" width="2500" height="1810" data-path="images/integrations/salesforce/connect-5.png" />
    </Frame>
  </Step>
</Steps>

***

## Support

* **API access issues:** If you're on the Professional or Starter edition and encounter problems, ask your Salesforce administrator to verify that API access is enabled.
* **Need help?** Contact the Triple Session support team at **[support@triplesession.com](mailto:support@triplesession.com)**.