> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect Salesforce to import contacts and push meeting notes and tasks back to your CRM.

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](/managing/Integrations).

## 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.

## Connecting Salesforce

<Steps>
  <Step title="Open Settings > Integrations and click Connect on the Salesforce tile">
    A confirmation dialog appears showing the permissions Continuum will request.
  </Step>

  <Step title="Sign in to Salesforce">
    A Salesforce sign‑in popup opens. Approve access for Continuum.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## 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.

## 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.

<Tip>
  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.
</Tip>

## 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.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Push to CRM is greyed out on my meeting page">
    Check that Salesforce shows **Connected** in Settings > Integrations. If it shows **Needs attention** or **Not Connected**, reconnect from the Manage dialog.
  </Accordion>

  <Accordion title="'Enhanced Note (ContentNote)' is greyed out">
    Your Salesforce org doesn't have Enhanced Notes enabled. Ask your Salesforce admin to enable Notes in Setup, then reopen the Manage dialog.
  </Accordion>

  <Accordion title="A pushed note appeared on the wrong object">
    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.
  </Accordion>

  <Accordion title="Contacts I expect to see aren't in Continuum">
    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.
  </Accordion>
</AccordionGroup>