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The Salesforce integration is a two‑way connection between Continuum and your Salesforce org. Once connected, you can import contacts from Salesforce into Continuum, and push meeting summaries, notes, and tasks back to Salesforce with a single click from any meeting page. For the universal connect/manage/disconnect mechanics, see the Integrations overview.

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Before you connect

  • You’ll sign in with a Salesforce user that has permission to read contacts and create notes and tasks. Most standard user profiles work; locked‑down profiles may not.
  • If your org uses a sandbox, Continuum connects to the sandbox or production org of whichever account you sign in with.

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Connecting Salesforce

1

Open Settings > Integrations and click Connect on the Salesforce tile

A confirmation dialog appears showing the permissions Continuum will request.
2

Sign in to Salesforce

A Salesforce sign‑in popup opens. Approve access for Continuum.
3

Configure your sync settings

The Manage dialog opens automatically. Choose how Continuum should write notes and which object holds your contacts (see below), then click Save.

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Salesforce‑specific settings

Open Manage on the Salesforce tile to see these options: Note object type — chooses which Salesforce object Continuum uses when you push a meeting summary back:
  • Standard Note — the classic Salesforce Note object. Available in every org.
  • Enhanced Note (ContentNote) — the newer rich‑text note object. Only selectable if your org has Enhanced Notes enabled; otherwise this option is disabled.
Contact object type — chooses where Continuum looks for your client records and where new associations are written:
  • Contact (default) — the standard person object.
  • Account — use if your org models clients as Accounts rather than Contacts (common in some advisor configurations).
Contact sync — toggle whether Continuum periodically pulls contact updates from Salesforce. With sync on, contact changes in Salesforce show up in Continuum on a regular interval. With sync off, contacts you’ve imported stop updating but remain in Continuum.

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What gets pushed to Salesforce

From a meeting in Continuum, click Push to CRM to send the meeting back to Salesforce. The push includes:
  • The meeting summary, organized by your meeting template
  • Notes you added before and during the meeting
  • Tasks (with due dates and assignees) generated from the meeting
  • Meeting metadata — date, time, attendees
Pushes are one‑click and idempotent — pushing the same meeting twice updates the existing record rather than creating duplicates.
When you first connect Salesforce, push one meeting end‑to‑end and confirm it landed where you expect before relying on the integration day‑to‑day. This catches any object‑type or permission mismatches early.

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Importing contacts from Salesforce

Contacts don’t sync automatically the first time. To bring contacts in:
  1. Go to People in the left sidebar
  2. Click + New Contact > Import from CRM
  3. Pick the Salesforce contacts you want to bring in
After import, contact updates flow automatically as long as Contact sync is on in the Manage dialog.

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Disconnecting

Open Manage and click Disconnect. Contacts you’ve already imported stay in Continuum — they just stop updating. Future meetings will still capture and summarize as normal; they just won’t push to Salesforce until you reconnect.

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Troubleshooting

Check that Salesforce shows Connected in Settings > Integrations. If it shows Needs attention or Not Connected, reconnect from the Manage dialog.
Your Salesforce org doesn’t have Enhanced Notes enabled. Ask your Salesforce admin to enable Notes in Setup, then reopen the Manage dialog.
Open Manage and check your Contact object type setting. If your org uses Accounts as the primary client record, switch it from Contact to Account. Already‑pushed notes don’t move; only future pushes will use the new setting.
Use People > + New Contact > Import from CRM to bring contacts in — they don’t sync automatically. After import, future changes to those contacts in Salesforce do sync if Contact sync is on.