How to enable the Salesforce integration for the entire workspace?

Last updated: April 13, 2026

Want your team to automatically capture and organize meeting insights in Salesforce? Enabling the Salesforce integration at the workspace level ensures all teammates can use it without setting it up individually.

This guide walks you through how to enable the integration for your entire workspace.

Before you begin:

  • Ensure you are a Fireflies workspace admin

  • Confirm that your Salesforce integration is already set up and active

Related: How to set up Fireflies with Salesforce integration

🚀 Steps to enable Salesforce for your workspace

1. Go to the Fireflies web app and click the Settings from left side menu.

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2. Switch to the Team tab.

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3. Navigate to Integartions (Team tab) from the left panel.

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4. Under the Team Integrations section, scroll down to locate Salesforce.

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5. Turn on Salesforce to enable it for your entire workspace.

⚠ Note: If your Salesforce account is not connected, you’ll be prompted to sign in and authorize access. Click Continue to complete the setup.

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Once enabled, the Salesforce integration will be available to all teammates in your workspace.

Note:

  • All team members will inherit the integration settings you configure.

  • Team members do not need to connect their Salesforce accounts individually.

  • Any changes to the integration settings will apply to the entire workspace.

Learn more: Learn about Salesforce Fireflies integration