𝗠𝗘𝗘𝗧𝗥𝗜𝗖 — 𝗠𝗘𝗘𝗧𝗜𝗡𝗚 𝗦𝗨𝗠𝗠𝗔𝗥𝗜𝗘𝗦 𝗜𝗡 𝗦𝗔𝗟𝗘𝗦𝗙𝗢𝗥𝗖𝗘

Customer Guide

𝗪𝗛𝗔𝗧 𝗧𝗛𝗜𝗦 𝗜𝗡𝗧𝗘𝗚𝗥𝗔𝗧𝗜𝗢𝗡 𝗗𝗢𝗘𝗦

Meetric can connect to Salesforce and automatically send AI-generated meeting summaries to your CRM.

Depending on your settings, Meetric can create Salesforce notes, link summaries to Opportunities, update Salesforce calendar events, enrich participant information, and sync Salesforce Opportunities into Meetric.

In Salesforce, summaries can be written to matched Contacts, Accounts, Opportunities, and Calendar Events.

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𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗚𝗘𝗧

Salesforce notes for meeting summaries, including:

– Meeting name

– Participants

– Link back to the meeting in Meetric

– AI-generated summary

– Formatted summary content

Optional linking to matching Salesforce Opportunities
Optional summary update on Salesforce calendar events
Optional participant enrichment from Salesforce Contacts
Optional Opportunity import and sync into Meetric

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𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 — 𝗦𝗔𝗟𝗘𝗦𝗙𝗢𝗥𝗖𝗘 𝗨𝗦𝗘𝗦 𝗢𝗔𝗨𝗧𝗛

Salesforce is connected through OAuth.

This means each Meetric user connects their own Salesforce account and approves access through Salesforce.

Important:

The meeting presenter must have Salesforce connected
Access depends on the connected user’s Salesforce permissions
If the connected user cannot access a Contact, Account, Opportunity, Note, or Event in Salesforce, Meetric may not be able to use it

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𝗦𝗔𝗟𝗘𝗦𝗙𝗢𝗥𝗖𝗘 𝗗𝗢𝗠𝗔𝗜𝗡

When connecting Salesforce, Meetric needs the Salesforce domain for your organization.

Example domains:

Use the Salesforce domain where your users, Contacts, Accounts, Opportunities, and Events exist.

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𝗥𝗘𝗤𝗨𝗜𝗥𝗘𝗗 𝗦𝗔𝗟𝗘𝗦𝗙𝗢𝗥𝗖𝗘 𝗣𝗘𝗥𝗠𝗜𝗦𝗦𝗜𝗢𝗡𝗦

Meetric requests the Salesforce permissions needed for the enabled features.

The Salesforce integration uses these OAuth scopes:

api
refresh_token
openid
email
profile

These permissions allow Meetric to access Salesforce through the API, refresh access when needed, identify the connected user, and work with CRM records such as Contacts, Accounts, Opportunities, Notes, and Events.

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𝗦𝗔𝗟𝗘𝗦𝗙𝗢𝗥𝗖𝗘 𝗦𝗘𝗧𝗧𝗜𝗡𝗚𝗦

These settings control what Meetric is allowed to do in Salesforce.

𝗖𝗿𝗲𝗮𝘁𝗲 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗻𝗼𝘁𝗲/𝗰𝗼𝗺𝗺𝗲𝗻𝘁

Allows Meetric to post the AI-generated meeting summary to Salesforce as a note/comment.

This is the main setting for writing summaries back to Salesforce.

When enabled, Meetric can create notes on matched Contacts and the related Account.

If this is turned off, Meetric will not create the main Salesforce summary notes.

𝗦𝘆𝗻𝗰 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲

Allows Meetric to import Salesforce Opportunities into Meetric.

In Meetric, Salesforce Opportunities are treated as deals.

Turn this on if you want Meetric to use Salesforce Opportunity data for opportunity matching and CRM context.

Meetric can sync opportunity details such as:

Opportunity name
Opportunity type
Amount
Status
Stage
Close date
Created date
Last updated date

This setting does not create meeting summary notes by itself.

𝗗𝗲𝗮𝗹 𝗶𝗺𝗽𝗼𝗿𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆

Controls how Meetric chooses the latest related Salesforce Opportunity when a Contact has more than one associated Opportunity.

You can choose:

𝗟𝗮𝘁𝗲𝘀𝘁 𝗯𝘆 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝗱𝗮𝘁𝗲

Meetric uses the newest Opportunity based on when it was created in Salesforce.

𝗟𝗮𝘁𝗲𝘀𝘁 𝗯𝘆 𝗹𝗮𝘀𝘁 𝗺𝗼𝗱𝗶𝗳𝗶𝗲𝗱 𝗱𝗮𝘁𝗲

Meetric uses the newest Opportunity based on when it was last updated in Salesforce.

Default: Latest by created date.

Use Latest by created date if your team usually wants summaries connected to the newest Opportunity.

Use Latest by last modified date if your team frequently updates active Opportunities and wants summaries connected to the most recently worked Opportunity.

𝗟𝗶𝗻𝗸 𝘀𝘂𝗺𝗺𝗮𝗿𝗶𝗲𝘀 𝘁𝗼 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀

Links Salesforce summary notes to matching Salesforce Opportunities.

Meetric first matches meeting participants to Salesforce Contacts. Then it checks whether those Contacts are associated with Opportunities in Salesforce.

When a matching Opportunity is found, Meetric can create a summary note on that Opportunity.

If no matching Opportunity is found, the summary can still be created on the matched Contact and Account.

𝗘𝗻𝗿𝗶𝗰𝗵 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲

Allows Meetric to look up meeting participants in Salesforce and fill in missing participant details inside Meetric.

Matching is done by email first, then phone number.

If a matching Salesforce Contact is found, Meetric can enrich:

Participant name
Email or phone number
Company/account name
Job title
Department
Address, when available

Meetric only fills missing information. It does not overwrite information that is already present.

𝗨𝗽𝗱𝗮𝘁𝗲 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗲𝘃𝗲𝗻𝘁 𝗱𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻

𝗩𝗶𝗱𝗲𝗼 & 𝗟𝗶𝘃𝗲 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝗢𝗻𝗹𝘆

Allows Meetric to write the AI summary back to a matching Salesforce calendar event.

When enabled, Meetric looks for a matching Salesforce Event and writes the summary into Event.Description.

Important:

Meetric updates a matching existing Salesforce Event. It does not create a new Salesforce Event if no match is found.

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𝗛𝗢𝗪 𝗠𝗔𝗧𝗖𝗛𝗜𝗡𝗚 𝗪𝗢𝗥𝗞𝗦

Meetric matches meeting participants to Salesforce Contacts by checking:

Email address
Phone number
Mobile phone number

Email matching is the most reliable method.

Best practice:

Keep Salesforce Contact email addresses correct
Add phone numbers consistently
Avoid duplicate Contacts with the same email or phone number
Make sure Contacts are connected to the correct Account and Opportunities

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𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦

𝗦𝘁𝗲𝗽-𝗯𝘆-𝘀𝘁𝗲𝗽

A meeting or call finishes in Meetric
Meetric generates the AI summary
Meetric checks the active Salesforce connection and enabled settings
Meetric matches meeting participants to Salesforce Contacts

Matching is done by email first, then phone number.

If 𝗖𝗿𝗲𝗮𝘁𝗲 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗻𝗼𝘁𝗲/𝗰𝗼𝗺𝗺𝗲𝗻𝘁 is enabled, Meetric creates summary notes

The notes can be created on matched Contacts and the related Account.

If 𝗟𝗶𝗻𝗸 𝘀𝘂𝗺𝗺𝗮𝗿𝗶𝗲𝘀 𝘁𝗼 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 is enabled, Meetric looks for matching Salesforce Opportunities

When a matching Opportunity is found, Meetric can create a summary note on that Opportunity.

If 𝗨𝗽𝗱𝗮𝘁𝗲 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗲𝘃𝗲𝗻𝘁 𝗱𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 is enabled, Meetric can write the summary to a matching Salesforce Event

Meetric updates Event.Description when a matching event is found.

If 𝗦𝘆𝗻𝗰 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 is enabled, Meetric can sync related Opportunity data
If 𝗘𝗻𝗿𝗶𝗰𝗵 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 is enabled, Meetric can fill in missing participant information from matching Salesforce Contacts

𝗪𝗵𝗲𝗻 𝗱𝗼𝗲𝘀 𝗶𝘁 𝘀𝘆𝗻𝗰?

After the meeting summary is generated.

This usually happens a few minutes after the meeting ends.

Opportunity sync can also run when conversations are processed and during scheduled syncs, depending on your setup.

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𝗪𝗛𝗘𝗥𝗘 𝗧𝗢 𝗙𝗜𝗡𝗗 𝗧𝗛𝗘 𝗦𝗨𝗠𝗠𝗔𝗥𝗬 𝗜𝗡 𝗦𝗔𝗟𝗘𝗦𝗙𝗢𝗥𝗖𝗘

Depending on your enabled settings, the summary can appear in one or more places in Salesforce.

𝗢𝗻 𝗮 𝗖𝗼𝗻𝘁𝗮𝗰𝘁

If Meetric matches a participant to a Salesforce Contact and 𝗖𝗿𝗲𝗮𝘁𝗲 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗻𝗼𝘁𝗲/𝗰𝗼𝗺𝗺𝗲𝗻𝘁 is enabled, the summary can be created as a note on the Contact.

𝗢𝗻 𝗮𝗻 𝗔𝗰𝗰𝗼𝘂𝗻𝘁

Salesforce Contacts usually belong to Accounts. When Meetric creates summary notes, it can also create a note on the related Account.

𝗢𝗻 𝗮𝗻 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆

If 𝗟𝗶𝗻𝗸 𝘀𝘂𝗺𝗺𝗮𝗿𝗶𝗲𝘀 𝘁𝗼 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 is enabled and a matching Opportunity is found, Meetric can create a summary note on that Opportunity.

𝗢𝗻 𝗮 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗘𝘃𝗲𝗻𝘁

If 𝗨𝗽𝗱𝗮𝘁𝗲 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗲𝘃𝗲𝗻𝘁 𝗱𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 is enabled, Meetric can write the summary into Event.Description on a matching Salesforce Event.

𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁

These locations depend on your settings and matching results.

If no matching Opportunity is found, the summary can still be created on the Contact and Account.

If no matching Salesforce Event is found, Meetric does not create a new Event.

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𝗥𝗘𝗖𝗢𝗠𝗠𝗘𝗡𝗗𝗘𝗗 𝗦𝗘𝗧𝗨𝗣

For most teams, we recommend:

𝗖𝗿𝗲𝗮𝘁𝗲 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗻𝗼𝘁𝗲/𝗰𝗼𝗺𝗺𝗲𝗻𝘁: 𝗢𝗻

This is the main setting that allows Meetric to send AI summaries back to Salesforce.

𝗦𝘆𝗻𝗰 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲: 𝗢𝗻, 𝗶𝗳 𝗠𝗲𝗲𝘁𝗿𝗶𝗰 𝘀𝗵𝗼𝘂𝗹𝗱 𝘂𝘀𝗲 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗱𝗮𝘁𝗮

This allows Meetric to sync Opportunity information for matching and CRM context.

𝗗𝗲𝗮𝗹 𝗶𝗺𝗽𝗼𝗿𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆: 𝗟𝗮𝘁𝗲𝘀𝘁 𝗯𝘆 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝗱𝗮𝘁𝗲 𝗳𝗼𝗿 𝗺𝗼𝘀𝘁 𝘁𝗲𝗮𝗺𝘀

Use Latest by last modified date if your team wants Meetric to prefer the most recently updated Opportunity.

𝗟𝗶𝗻𝗸 𝘀𝘂𝗺𝗺𝗮𝗿𝗶𝗲𝘀 𝘁𝗼 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: 𝗢𝗻 𝗳𝗼𝗿 𝘀𝗮𝗹𝗲𝘀 𝘁𝗲𝗮𝗺𝘀

This links summaries to matching Salesforce Opportunities when Meetric can find one.

𝗘𝗻𝗿𝗶𝗰𝗵 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲: 𝗢𝗻, 𝗶𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝗿𝗶𝗰𝗵𝗲𝗿 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗶𝗻 𝗠𝗲𝗲𝘁𝗿𝗶𝗰

This fills missing participant information from matching Salesforce Contacts.

𝗨𝗽𝗱𝗮𝘁𝗲 𝗰𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗲𝘃𝗲𝗻𝘁 𝗱𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻: 𝗢𝗻 𝗳𝗿𝗼𝗿 𝘁𝗲𝗮𝗺𝘀 𝘁𝗵𝗮𝘁 𝘂𝘀𝗲 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗘𝘃𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝘃𝗶𝗱𝗲𝗼 𝗮𝗻𝗱 𝗹𝗶𝘃𝗲 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀

This writes summaries to matching Salesforce Events when Meetric can find them.

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𝗧𝗥𝗢𝗨𝗕𝗟𝗘𝗦𝗛𝗢𝗢𝗧𝗜𝗡𝗚

𝗡𝗼 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗻𝗼𝘁𝗲 𝗮𝗽𝗽𝗲𝗮𝗿𝘀

Check that:

Salesforce is connected in Meetric
The meeting presenter has connected Salesforce
Create Salesforce summary note/comment is turned on
The participant can be matched to a Salesforce Contact
The connected Salesforce user has access to create Notes
The meeting summary has finished generating

𝗡𝗼𝘁𝗲 𝗮𝗽𝗽𝗲𝗮𝗿𝘀 𝗼𝗻 𝗮 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁, 𝗯𝘂𝘁 𝗻𝗼𝘁 𝗼𝗻 𝗮𝗻 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆

Check that:

Link summaries to opportunities is turned on
The matched Contact is associated with an Opportunity through Opportunity Contact Roles
The connected Salesforce user has access to that Opportunity
The Opportunity exists and is visible to the connected user

𝗡𝗼 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗮𝗽𝗽𝗲𝗮𝗿𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗘𝘃𝗲𝗻𝘁

Check that:

Update calendar event description is turned on
A matching Salesforce Event exists
The Event is close to the meeting time
The Event has matching participant/contact information
The connected Salesforce user has permission to update Events

Important:

Meetric updates matching Events. It does not create a new Event if none is found.

𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝘀𝘆𝗻𝗰𝗶𝗻𝗴

Check that:

Sync opportunities from Salesforce is turned on
The connected Salesforce user has access to Opportunities
The Opportunity exists in Salesforce
The Opportunity is connected to a Contact involved in a conversation

𝗣𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗯𝗲𝗶𝗻𝗴 𝗲𝗻𝗿𝗶𝗰𝗵𝗲𝗱

Check that:

Enrich participants from Salesforce is turned on
The participant email or phone number exists on a Salesforce Contact
The Contact is not duplicated
The Contact has the expected Account information

𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘀𝘁𝗼𝗽𝗽𝗲𝗱 𝘀𝘆𝗻𝗰𝗶𝗻𝗴

Reconnect Salesforce.

Common causes are revoked access, changed Salesforce permissions, expired authorization, or an incorrect Salesforce domain.

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𝗙𝗔𝗤

𝗗𝗼𝗲𝘀 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘂𝘀𝗲 𝗢𝗔𝘂𝘁𝗵?

Yes. Each user connects Salesforce through OAuth.

𝗪𝗵𝘆 𝗱𝗼 𝗜 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗲𝘁𝗲𝗿 𝗮 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗱𝗼𝗺𝗮𝗶𝗻?

Meetric needs to know which Salesforce organization to connect to.

Use the domain where your Salesforce Contacts, Accounts, Opportunities, and Events exist.

𝗪𝗵𝗲𝗿𝗲 𝗱𝗼𝗲𝘀 𝘁𝗵𝗲 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗮𝗽𝗽𝗲𝗮𝗿 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲?

Usually as a note on the matched Contact and related Account.

If Opportunity linking is enabled and a matching Opportunity is found, the summary can also appear on the Opportunity.

If calendar event updates are enabled and a matching Event is found, the summary can also appear in Event Description.

𝗪𝗵𝘆 𝗱𝗶𝗱 𝗻𝗼 𝗢𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗴𝗲𝘁 𝗹𝗶𝗻𝗸𝗲𝗱?

The matched Contact may not be associated with an Opportunity, or the connected Salesforce user may not have access to that Opportunity.

Salesforce Opportunity matching depends on Contact and Opportunity associations.

𝗖𝗮𝗻 𝗠𝗲𝗲𝘁𝗿𝗶𝗰 𝗰𝗿𝗲𝗮𝘁𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗖𝗼𝗻𝘁𝗮𝗰𝘁𝘀?

No. The current Salesforce integration does not expose a customer setting for creating missing Salesforce Contacts.

Meetric writes summaries to existing matched Contacts.

𝗗𝗼𝗲𝘀 𝗠𝗲𝗲𝘁𝗿𝗶𝗰 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗻𝗼𝘁 𝘀𝘁𝗼𝗿𝗲 𝘁𝗵𝗲 𝗿𝗲𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲?

No. Recordings stay in Meetric. Salesforce receives the summary and, when available, a link back to Meetric.

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𝗦𝗘𝗖𝗨𝗥𝗜𝗧𝗬 & 𝗣𝗥𝗜𝗩𝗔𝗖𝗬

Salesforce is connected using OAuth
Meetric never stores your Salesforce password
Requests are sent over HTTPS
Meetric only uses Salesforce access needed for enabled features
- Existing Notes, Events, Contacts, Accounts, and Opportunities remain in Salesforce if the integration is disconnected