---
title: "Salesforce"
url: https://docs.aila.fyi/integrations/salesforce
source: https://docs.aila.fyi/llms.txt
---

# Salesforce

Aila writes call summaries, tasks, and mapped field values to Salesforce Leads, Contacts, and Opportunities. The writes are part of the [Intake Agent](https://docs.aila.fyi/agents/intake).

---

## 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

1. In Aila, go to **Settings > Connections** and click **Connect**.
2. Select **Salesforce**.
3. Sign in to Salesforce and allow Aila API access. Aila requests the `api` and `refresh_token` scopes.

---

## 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](https://docs.aila.fyi/settings/call-setup). You can import your org's fields instead of typing them.

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## 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.

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## 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- **Aila asks you to reconnect:** The Salesforce authorization expired or was revoked.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.

---

## Related

- [Intake Agent](https://docs.aila.fyi/agents/intake)
- [Call setup](https://docs.aila.fyi/settings/call-setup)
- [Connections](https://docs.aila.fyi/settings/connections)