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Documentation Index

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Triple Session’s AI Coach integrates with Salesforce CRM to push call evaluation insights directly to your opportunities. This integration streamlines CRM updates, enabling sales reps to keep their pipeline data accurate with minimal administrative effort.

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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
API access is required for this integration to work. If you are on the Professional or Starter edition, confirm with your Salesforce administrator that API access is enabled before proceeding.

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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.

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Connect Salesforce to AI Coach

1

Navigate to CRM settings

Open AI Coach in your workspace. Click Settings in the left-hand menu, then under Workspace Settings, select CRM.
CRM settings page in AI Coach
2

Connect Salesforce

Click the Connect Salesforce button. You’ll be redirected to Salesforce to authenticate your account.
Connect Salesforce button
3

Approve permissions

Log in to your Salesforce account and approve the requested permissions for Triple Session AI Coach.
Salesforce approve permissions screen
4

Return to AI Coach

Once the integration is successfully authorized, you’ll be redirected back to AI Coach. A confirmation message will indicate that Salesforce is now connected.
Salesforce connected confirmation in AI Coach

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Troubleshooting

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The app is requesting to reconnect

If AI Coach is prompting you to reconnect Salesforce, the refresh token may have been revoked unexpectedly. To prevent this, review the Connected App policies in Salesforce:
1

Open Connected App settings

In Salesforce, go to Setup → Apps → Connected Apps → Manage Connected Apps.
2

Find and edit the Triple Session app

Find Triple Session AI Coach in the list and click Edit.
3

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
Salesforce Connected App recommended configuration

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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.