How To Integrate Salesforce with Copilot

This article covers steps to integrate Salesforce with Copilot. For more details on how the integration works, read this article. 

To integrate Salesforce, you need to be a user who is both:

1. A Salesforce account admin
2. And a Copilot admin
 

Steps To Enable Salesforce Copilot Integration

1. Log into Copilot

2. Go to Integrations in Workspace Settings

3. Click Connect Salesforce

If you don't see the option to Sync Salesforce, create a support ticket.

Once integrated, Copilot will push tasks to Salesforce after every call and associate them with the relevant leads, contacts, and Opportunities in Salesforce.
 

Salesforce CRM Information in Copilot

The Copilot Salesforce integration is two-way, so you can view Salesforce CRM information in Copilot too. 


For better context when viewing a call, Copilot displays this CRM info at the top right from a dropdown menu:
 

• The connected account with which the contact is associated
• Deal value
• Deal stage
• Key stakeholder

How To Map Custom Properties Between Copilot and Salesforce

Accounts that have the Salesforce-Copilot integration enabled can begin mapping custom fields.


Note: Copilot field names are pre-determined and cannot be edited.

1. Go to Clari Studio > Copilot (left nav) > CRM Settings (left nav)
2. At the top, click the 
3. For each field, click the dropdown list under Salesforce field name
4. Select the corresponding Salesforce field that you want to sync

Once complete, Copilot will sync call metrics/metadata after every call:

Copilot also pushes your Smart Summaries, Action Items, and Revenue Critical Moments to Salesforce as a comment:

When integrated with Salesforce, Copilot automatically logs calls and call metrics in Salesforce against relevant leads, contacts, and opportunities. 
 

List of Call Metrics/Metadata 

This is a list of metrics/metadata you can choose to sync between Copilot and Salesforce.


Call Duration - (Number, in Seconds)

Call Time - (Date)

Call title - (String)

Call Link - (Url)

Attendees - (CSV of email ids, String)

Reps - (CSV of email ids, String)

External attendees - (CSV of email ids, String)

Interactivity - (Number)

TL Ratio - (Number)

No. of Engaging questions - (Number)

Longest Monologue - (Number, in seconds)

Topics discussed - (Multipicklist or CSV of Topic names, String)

Competitors mentioned - (Multipicklist or CSV of Competitor names, String)

Call Type - (Type of call eg. ZOOM, Google Meet, String)