AI Coach integrates with Salesforce CRM to push call evaluation insights directly to your opportunities. This integration streamlines the process, enabling sales reps to update their CRM with minimal effort, freeing up time to focus on selling!
Prerequisites
To ensure a smooth integration, make sure you meet the following requirements:
Salesforce Edition: Your Salesforce account must be on one of the following editions:
Enterprise Edition (EE)
Unlimited Edition (UE)
Professional Edition (PE) (with API access enabled)
Starter Edition (S) (with API access enabled via AppExchange)
Important: API access is essential for the integration to work. If you are using the Professional or Starter editions, check with your Salesforce administrator to ensure API access is enabled.
How Our Salesforce Integration Works
Triple Session AI Coach uses a Salesforce Connected App to securely interact with your CRM. Once connected, the app can:
Fetch Opportunities: Retrieve details about open opportunities to provide relevant insights during call evaluations.
Map Opportunities 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, helping keep your CRM up-to-date with minimal effort.
Access User Information: Use Salesforce’s identity services to authenticate and personalize the experience for your sales reps.
Connecting Salesforce CRM to AI Coach
The integration process is simple and secure. Follow the steps below to connect your Salesforce account to Triple Session AI Coach:
Step 1: Navigate to CRM Settings
1. Open AI Coach in your workspace.
2. Click on Settings in the left-hand menu.
3. Under Workspace Settings, select CRM.
Step 2: Connect Salesforce
1. Click the Connect Salesforce button.
2. You will be redirected to Salesforce to authenticate your account.
3. Log in to your Salesforce account and approve the requested permissions for Triple Session AI Coach.
Step 3: Return to AI Coach
Once the integration is successfully authorized, you’ll be redirected back to AI Coach. You should see a confirmation message indicating that Salesforce is now connected!
Troubleshooting and Support
API Access Issues: If you’re using the Professional or Starter edition and encounter issues, ensure your admin has enabled API access.
Need Help? If you encounter any problems or have questions, reach out to our support team at [email protected].