This article covers the steps to enable Salesforce integration for your entire workspace.
Before you begin:
- Ensure you are the Fireflies workspace admin.
- Confirm that you have an active Salesforce integration set up.
Related: How to setup Fireflies with Salesforce integration
How To Enable the Salesforce Integration for the Entire Workspace?
- Go to the Team setting from the Fireflies Dashboard.
- Under Team Integration, look for the toggle next to Salesforce.
- Turn the toggle on to enable the integration for your entire workspace.
- Authorize the connection by clicking Allow.
And that’s it.
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.
Also read: Learn about Salesforce Fireflies integration
If you have any additional questions or need further assistance, feel free to contact us.