Salesforce

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In short generally we can access most of the data, but you could limit the possibilit to access notes, email etc which we would not need. Generally we need to be able to search and list contacts, accounts, oppertunities to be able to push notes with summaries. We do not need any descriptions or logging for those entities, just general info

Salesforce syncs based on contact name, email, and phone number, so it's important to ensure these details are up-to-date

AI-Summarized Notes*

Automatically generates concise summaries of key points from customer interactions as Video & Live, which saves time and ensures important details are captured

Comprehensive Data Integration

Adds notes, data, and recording links to the correct:

  • Contacts

  • Companies

  • Deals

  • Tickets

Ensures all relevant information is easily accessible within HubSpot

Salesforce Integration Documentation

This document provides guidance on integrating Salesforce with an external system to read data from Contacts, Accounts, Opportunities, Tickets, and push notes to the Timeline with AI-generated summaries. The integration will utilize Salesforce APIs, following best practices for authentication, data handling, and error management. Prerequisites

Salesforce Developer Account: A developer account or admin role with API permissions enabled. API Access: Ensure API access is enabled in your Salesforce instance.

External System: Access to the system that will interact with Salesforce (e.g., CRM or custom software). OAuth 2.0 Authentication: OAuth 2.0 will be used for secure authentication between your system and Salesforce.

Accessible Data Through the Salesforce API

After completing the necessary prerequisites, your system will be able to access the following data via Salesforce's REST or SOAP APIs:

  1. Contacts Read Operations: You can retrieve detailed information on all contacts stored in Salesforce, including fields such as: Full Name Email Address Phone Numbers Contact Role Related Account Created/Last Modified Dates Restrictions: Access is limited by the permissions set within Salesforce for the authenticated user.

  2. Accounts Read Operations: Your system can read account records to retrieve: Account Name Account Owner Industry Revenue Address Information Related Contacts and Opportunities Created/Last Modified Dates Restrictions: Field-level access and visibility depend on the user’s Salesforce permissions.

  3. Opportunities Read Operations: Access opportunity data, including: Opportunity Name Amount Stage Probability of Close Expected Close Date Opportunity Owner Related Accounts and Contacts Restrictions: Specific opportunity fields may be restricted depending on role-based permissions in Salesforce.

  4. Tickets (Cases) Read Operations: The system can read case or support ticket information, such as: Case Number Case Status (Open, Closed, In Progress, etc.) Priority Level Case Owner Subject and Description Related Account or Contact Created/Last Modified Dates Restrictions: Only cases visible to the authenticated user can be accessed. Sensitive fields may be restricted.

  5. Notes and Attachments Read Operations: Access notes and attachments linked to Contacts, Accounts, Opportunities, or Cases. Push Operations: AI-generated summaries or notes can be pushed to the Salesforce Timeline for any record (Contacts, Accounts, Opportunities, or Cases).