Salesforce
Aila writes call summaries, tasks, and mapped field values to Salesforce Leads, Contacts, and Opportunities. The writes are part of the Intake Agent.
What syncs
| Aila writes | Where in Salesforce |
|---|---|
| Call summary | A ContentNote on the Lead or Contact. |
| Follow-ups | Tasks, assigned to the Salesforce user whose email matches the Aila user. |
| Call log | A completed Task with subtype Call on the activity timeline. |
| Mapped fields | Lead, Contact, or Opportunity fields, plus an optional custom object. |
What you need
- A Salesforce user who can authorize an app with API access.
- The same email on the Salesforce user and the Aila user, so tasks go to the right owner.
Connect
- In Aila, go to Settings > Connections and click Connect.
- Select Salesforce.
- Sign in to Salesforce and allow Aila API access. Aila requests the
apiandrefresh_tokenscopes.
Settings
| Setting | Options | Default | What it does |
|---|---|---|---|
| Create Summary | Off, As ContentNote | As ContentNote | Posts the call summary as a ContentNote. |
| Create Tasks | Off, As Tasks | Off | Creates a Task for each follow-up from the call. |
| Log Calls | Off, As Completed Call Tasks | Off | Logs each synced call as a completed Call Task. |
| Default Object Type | Contact, Lead | Contact | Whether Aila syncs calls to Contacts or Leads by default. |
Field mapping
Map extracted data to Salesforce fields in Call setup. You can import your org's fields instead of typing them.
How calls are matched
Aila finds the Lead or Contact for the call, then follows your Default Object Type. Aila writes mapped fields to the matched Lead or Contact. If that Contact has several Opportunities, Aila picks the best match from the call.
Troubleshooting
- Aila asks you to reconnect: The Salesforce authorization expired or was revoked. Reconnect from Settings > Connections.
- Tasks have no owner: Aila couldn't match the Aila user's email to a Salesforce user.