The focus of this document is to provide you steps on how to install the Chorus.ai module in Salesforce.
What does the integration do?
The Salesforce integration with Chorus.ai will allow you to access your meeting recordings and notes directly out of the Salesforce record. Your users will have all of their activity and insights mapped directly to the records in Salesforce.
Please note, you must have either Enterprise, Unlimited, or Developer’s Edition of Salesforce.
You will also need to have Salesforce Admin rights to install the Chorus.ai module and configure it.
Configuration of Chorus.ai Module in Salesforce
Step 1 - Setting Chorus in your Account / Opportunity / Lead Layout:
Step 1a: Log into Chorus and go to your Settings, then access the "Integration Settings" tab: https://chorus.ai/settings/integrations
Step 1b: Click on "Install Salesforce Package":
Step 1c: Click on “Install for All Users”, then click “Install”.
Step 1c: Select, “Yes, grant access to these third-party websites” and Click on “Continue.” The module will begin to install in Salesforce. Click on “Done” to complete the process.
Step 1d: On the left side under “Build,” expand “Customize” > “Opportunities” and select “Page Layout.” In the “Opportunity Layout” module at the top, navigate to “Fields” and find “Section.”
Step 1e: Click and drag “Sections” to where you want Chorus.ai to display in the Opportunity Layout. Once added, set up the section properties. Name this new section “Chorus.ai - Meeting Recordings and Notes” Set the layout to “1-Column” and select “OK.” Important: Click Save to save the layout.
Step 1f: Go back to the “Opportunity Layout” module above. Find “Canvas Apps” on the left and drag “Chorus.ai” to the previously created section. If you are not able to do this, it's likely that you did not save the layout in step 1e.
Step 1g: Click on “Properties” on the right and set the “Height (in pixels)” to 500. The larger the number, the larger the module will appear in Salesforce.
Step 1h: In the “Opportunity Layout” module above, click on “Save.” Wait for the layout to finish saving and now you should have your Chorus.ai module show up.
Step 1i: Go to any object under “Opportunities” to see if the module named “Chorus.ai Documents” appears.
Note: To use Chorus.ai under the objects “Leads” and “Accounts” - you need to go to a record and repeat Steps 1d to 1i under each object.
Step 2 - Setting permissions: Depending on the types of users on your system, you want to make sure each profile has permissions to access the app.
Step 2a: To set permissions, go to Setup > Manage Apps > Connected Apps > Chorus.ai and click "Edit".
Step 2b: Click on Permitted Users and set to "Admin approved users are pre-authorized"
Step 2c: Click on Permitted Users and set to "Admin approved users are pre-authorized"
Step 2d: Go back to Connected apps > Chorus.ai and click on it (not Edit)
Step 2e: Click on Manage profiles, and select which profiles should access to view the package. Recommendation - anyone that would find value in listening to a conversation (Sales, Success, Product, Marketing, Executives, etc.)
Connecting Chorus.ai and Salesforce
If you need help connecting your Chorus.ai instance see here.
Adding Chorus.ai module to Custom Objects in Salesforce
We currently do not support custom objects. We are actively considering it. Please let us know if you have workflows and ideas firstname.lastname@example.org