> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetjamie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Attach meeting notes to Salesforce records

Connect Jamie to Salesforce to log meeting notes as Notes on Leads, Contacts, Opportunities, and Accounts.

<Info>
  Salesforce integration requires a **Pro**, **Team**, or **Enterprise** plan.
</Info>

## Admin Setup (One-Time)

A Salesforce admin must complete this setup before users can connect:

1. Go to **Settings → Integrations → Salesforce** and click **Connect Salesforce**
2. Log in with an admin account and click **Allow**
3. In Salesforce, go to **Setup → Apps → Connected Apps → Manage Connected Apps**
4. Find **Jamie** and click **Install**
5. Click **Edit Policies**
6. Under **Permitted Users**, select **All users may self-authorize**
7. Click **Save**

<Warning>
  Your Salesforce org must have the **Notes** feature enabled. Verify at **Setup → Feature Settings → Sales → Notes Settings**.
</Warning>

## User Setup

After admin setup, each user can connect:

1. Go to **Settings → Integrations → Salesforce**
2. Click **Connect Salesforce**
3. Log in with your Salesforce account and click **Allow**

## Sending Meetings to Salesforce

<img src="https://mintcdn.com/jamie-9c8bb406/5Xt7OJTUIVImylZ_/images/integrations-card.png?fit=max&auto=format&n=5Xt7OJTUIVImylZ_&q=85&s=8f136fbe2e2850fe23a48b6bb773ba87" alt="Integrations Card" width="1624" height="524" data-path="images/integrations-card.png" />

1. Open a meeting in Jamie
2. Click the **Share** button
3. Select **Send to Salesforce**
4. Search for a Lead, Contact, Opportunity, or Account
5. Click **Send**

Your meeting notes appear in the **Notes** section of the selected record.

<Info>
  If you don't see the Notes section on a record, ask your admin to add it via **Setup → User Interface → Lightning App Builder**.
</Info>

## Settings

<img src="https://mintcdn.com/jamie-9c8bb406/-pe14h38rmhwO1MU/images/salesforce-settings.png?fit=max&auto=format&n=-pe14h38rmhwO1MU&q=85&s=78ff777e76beaafe8081fe2d62ad5f58" alt="Salesforce Settings" width="1604" height="1076" data-path="images/salesforce-settings.png" />

Configure what content to include:

| Option         | Description                          |
| -------------- | ------------------------------------ |
| **Summary**    | Meeting notes with executive summary |
| **Transcript** | Full transcript                      |
| **Tasks**      | Action items from the meeting        |

<Info>
  At least one option must be enabled.
</Info>