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FAQs for Salesforce Integration

Frequently asked question on how Rafiki AI handles Salesforce data

Written by Rafiki Customer Success Team

  1. Why should I integrate with Salesforce CRM?

    Rafiki AI-Salesforce CRM integration allows your teams to see meetings in the context of Accounts and Deals that they are working on. This provides an integrated 360-degree view of the deal along the touchpoints that the Rep has had with the prospect, which is particularly important to track in long-running deals.

  2. How does Rafiki AI integrate with Salesforce CRM?

    Rafiki AI uses OAuth authentication to connect to Salesforce CRM. We do not store your Salesforce credentials.

  3. What does Rafiki AI import from Salesforce CRM?

    Rafiki AI imports accounts, opportunities, leads, campaigns, and contacts and associates them with your meetings.

  4. How does Rafiki AI map meetings to the Salesforce Deal/Opportunity?

    Rafiki AI maps meetings to the Deal based on the participants of the meeting. Find out more.

  5. Does Rafiki AI push data to Salesforce?

    Yes. Rafiki AI automatically associates meetings with the deal/opportunity based on the participants of the meeting. Rafiki AI generates an AI-powered Smart Call Summary and pushes it to the Deal in Salesforce CRM. Find out more.

  6. What does Rafiki AI use the Salesforce data for?

    Rafiki AI stores the data pulled from Salesforce CRM to analyze your meetings and touchpoints with your prospects to provide meaningful, actionable insights.

  7. Which Salesforce user account should I use to integrate?

    The Salesforce admin user will be able to authorize the integration. This Salesforce admin user must be a valid Rafiki AI user, and integration should be performed from this Rafiki AI user account.

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