Salesforce integration

Connect Sally AI with Salesforce to turn meeting insights into CRM updates - directly on the right Lead, Account, Contact, Opportunity, or Case. With the Sally Salesforce integration you can send notes, tasks, and events to Salesforce with one click, avoid double entry, and keep your system of record up to date.

Quick Navigation

1. How to connect Salesforce with Sally AI
2. How to send insights to Salesforce
   • 2.1. Create a note in Salesforce
   • 2.2. Create a task in Salesforce
   • 2.3. Create an event in Salesforce
3. Required OAuth Scopes

1. How to connect Salesforce with Sally AI

Follow these steps to enable the Sally Salesforce integration.

1. Open Settings in the left sidebar.

   

   Figure 1: Go to Settings

2. Go to Integrations and click "+ Add integration" under "Your personal integrations".

   

   Figure 2: Add integration

3. Select Salesforce and hit Connect. Complete the authorization flow in Salesforce.

   

   Figure 3: Connect Salesforce

4. After a successful connection, Salesforce appears under "Your personal integrations".

   

   Figure 4: Salesforce is connected

info

Personal integrations apply to your user account. Admins can also set up org-wide integrations under Integrations (Organization) if needed.

---

2. How to send insights to Salesforce

Once Salesforce is connected, you can send meeting insights from Sally to Salesforce with a single click — so they land on the right record.

You can:

• Create a note in Salesforce
• Create a task in Salesforce
• Create an event in Salesforce

2.1. Create a note in Salesforce

Attach a meeting insight as a note on the appropriate Salesforce record.

1. Open the desired meeting in Sally.

2. Hover any insight, decision, next step, or task in the summary. Click the Salesforce icon, then choose "Create note in Salesforce".

   

   Figure 5: Choose the Salesforce action

3. Fill in the creation form (required fields are marked with *). Typically:

   • Responsible user*
   • Status*
   • Due date (optional)
   • Priority (optional)
   • Connected Lead / Account / Contact / Opportunity / Case (link the task to exactly one record)

Figure 7: Fill the Salesforce task fields and Create

4. Click Create to send it to Salesforce.

Tip

Choose the record that best represents where follow-up will happen (e.g., the active Opportunity rather than a generic Account) to keep pipelines clean and reporting accurate.

2.2. Create a task in Salesforce

Turn a Sally insight into an actionable Salesforce task.

1. Open the desired meeting in Sally.

2. Hover the relevant item, click the Salesforce icon, and choose Create task in Salesforce.

   

   Figure 6: Choose the Salesforce action

3. Fill in the creation form (required fields are marked with *). Typically:

   • Responsible user*
   • Status*
   • Due date (optional)
   • Priority (optional)
   • Connected Lead / Account / Contact / Opportunity / Case (link the task to exactly one record)

Figure 7: Fill the Salesforce task fields and Create

4. Click Create to send it to Salesforce.

Important

You must link the task to a single Salesforce record (Lead, Account, Contact, Opportunity, or Case) so it shows up in the right place for your team.

2.3. Create an event in Salesforce

Log a calendar event in Salesforce to reflect the meeting outcome or a scheduled follow-up.

1. Open the desired meeting in Sally.

2. Hover the relevant item, click the Salesforce icon, and choose Create event in Salesforce.

   

   Figure 8: Choose the Salesforce action

3. Fill in the creation form (required fields are marked with *). Typically:

   • Responsible user*
   • Status*
   • Due date (optional)
   • Priority (optional)
   • Connected Lead / Account / Contact / Opportunity / Case (link the task to exactly one record)

Figure 7: Fill the Salesforce task fields and Create

4. Click Create to send it to Salesforce.

Best practice

Use events for time-bound follow-ups (demos, check-ins) and tasks for to-dos without a fixed slot. Always link to the active Opportunity to keep deal timelines complete.

---

3. Required OAuth Scopes

For the integration with Salesforce, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer

1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical Overview of Required Scopes

Scope	What Salesforce technically allows with this scope	How Sally uses this scope
id	Access to the unique user ID	Sally reads the user ID to properly authenticate the connected account.
profile	Access to basic profile information	Sally reads basic profile data to identify the connected account. No profile data is modified.
email	Access to the user’s email address	Sally reads the email address to uniquely identify the connected account.
address	Access to stored address information	Part of Salesforce’s identity model. Sally does not modify address data.
phone	Access to stored phone numbers	Part of identity-related information. Sally does not modify phone numbers.
api	General API access according to user permissions	Technically required for integrations via the Salesforce API. Sally uses this access strictly within the defined integration functions.
full	Full API access according to user permissions	Part of Salesforce’s OAuth integration model. Sally does not perform independent CRM actions outside explicitly user-initiated functions.
refresh_token	Token renewal capability	Allows the connection to be maintained without requiring repeated login.
offline_access	Issuance of long-lived access tokens	Ensures a stable, ongoing connection. No Salesforce data is modified.
openid	OpenID Connect authentication	Secure authentication via Salesforce Identity services.