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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).
Automatic contact sync: whether Continuum imports your Salesforce contacts and periodically pulls updates. This starts off. With it off, contacts you already imported stay in Continuum, and new Salesforce contacts do not appear until you import them.

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What gets pushed to Salesforce

From a meeting in Continuum, click Sync to send the meeting back to Salesforce. It sends:
  • The meeting summary, organized by your meeting template
  • Tasks (with due dates and assignees) generated from the meeting
  • The meeting title, date, and time
Syncing the same meeting again updates the existing record instead of creating a duplicate.
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

Turn on Automatic contact sync, in the dialog that opens as soon as you connect or later from Manage, and Continuum imports your Salesforce contacts and keeps them updated. Contacts start arriving within about 90 minutes, often right away. To import once without ongoing sync:
  1. Go to People in the left sidebar
  2. Click Add contact > Import from CRM
  3. Choose Salesforce if more than one CRM is connected, then click Import
Continuum imports every contact Salesforce shares with the account you connected. A contact needs an email address to come across. After the first import, the menu item reads Refresh from CRM.

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Disconnecting

Open Manage and click Disconnect. Contacts you’ve already imported stay in Continuum and stop updating. Future meetings still capture and summarize as normal, but they won’t sync to Salesforce until you reconnect.

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Troubleshooting

Check that Salesforce shows Connected in Settings > Integrations. If it shows Needs reconnect, click Manage on the tile, then Reconnect. If it shows Not Connected, click Connect on the tile and sign in to Salesforce again.
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. Notes you already synced don’t move. Only future syncs use the new setting.
Open Manage and check Automatic contact sync. If it is off, turn it on, or use People > Add contact > Import from CRM to import now. If one contact is missing while others came across, check that it has an email address in Salesforce. Contacts without one are skipped.