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The Salesforce integration writes Recap outputs back to the record your team works in: a configurable field map updates the Salesforce object you choose (Opportunity, Contact, a custom object), and an optional follow-up Task carries the TL;DR and summary.

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What you need

  • A Salesforce connected app with OAuth enabled and the api and refresh_token scopes, plus a refresh token from the OAuth flow.
  • Your instance URL (for example, https://yourorg.my.salesforce.com).
  • The object to write to (for example, Opportunity) and the record-id CRM field your calls carry to reference the record (the default is salesforce_id).
  • A field map: which Recap field writes to which Salesforce field.

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Connect

  1. In PyAI Console, open Integrations and find Salesforce under CRM.
  2. Click Connect and enter the instance URL, client id, client secret, refresh token, object, and record-id field.
  3. Define the field map, for example:
  1. Leave Create a follow-up Task on if you want a rep-facing Task with the TL;DR and summary after each call.
  2. Save. Every completed call writes back from then on; each Recap record carries a CRM write status so you can see the result per call.

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Troubleshooting

  • crm_write_status: failed:missing_record_id. The call did not carry the record-id field (default salesforce_id) in its CRM fields. Include it in the call metadata, or set record_id_field to the key you use.
  • crm_write_status: failed:… token. The refresh token was revoked or the connected app changed. Re-run the OAuth flow, update the config (omitted secret fields are preserved).
  • crm_write_status: skipped:no_config. Salesforce is not enabled or the field map is empty; complete the config in the console.
  • Field not writable. A field in your map does not exist or is read-only on that object; Salesforce rejects the PATCH and the status shows it. Fix the field API name in the map.