Overview
ReVoice is an AI meeting-intelligence platform that transcribes your meetings and generates summaries and action items. This page explains how to add, use, and remove the Salesforce integration.
The integration uses the Salesforce API over OAuth. After a meeting, ReVoice saves the participant-safe recap to Salesforce as a note. Automatic push also links the note to an opportunity when exactly one opportunity has the same name as the company in the meeting. A workspace has one Salesforce connection.
Prerequisites
- A ReVoice account at https://re-voice.io with permission to manage integrations in your workspace.
- A ReVoice Business plan. If your workspace admin has restricted this integration, use Request access on the card.
- A Salesforce user with permission to create notes (ContentNote), to link them to opportunities, and to read opportunities.
Adding the app
Follow these steps to connect Salesforce to ReVoice:
- Sign in to ReVoice at https://re-voice.io.
- Go to Integrations in the left menu.
- Find Salesforce and click Connect.
- On the Salesforce login screen, sign in, review the requested access, and click Allow.
- You are returned to ReVoice, where Salesforce shows as Connected.
| Access | Why ReVoice needs it |
|---|
| Access your Salesforce data (api) | Look up an opportunity by name, create a note with the participant-safe recap of the meeting, and link the note to that opportunity. |
| Stay connected (refresh_token) | Keep the connection working without asking you to sign in again for every push. |
If a step does not work, see the Troubleshooting section below.
Using the app
After connecting, you can use the following features:
- Confirm the connection: Integrations, then Salesforce shows as Connected.
- Save a summary to Salesforce: turn on Auto-push to Salesforce in Settings, and each finished meeting is saved to Salesforce as a note. You can also push a meeting's recap from its after-meeting page.
- Opportunity link: automatic push links the note to an opportunity only when exactly one opportunity has the same name as the company in the meeting. If none or several match, the note is still saved but not linked. A note pushed by hand from the after-meeting page is not linked to an opportunity. You can link an unlinked note in Salesforce yourself.
- Who can see the note: the note is linked with internal visibility only, so Experience Cloud (portal) users are not given access to it.
Removing the app
You can remove the integration from either side.
From ReVoice: go to Integrations, then Salesforce, and click Disconnect. A workspace connection is disconnected by an admin of the company that owns the workspace. ReVoice also asks Salesforce to revoke the authorization.
From Salesforce: sign in to Salesforce and remove ReVoice from your connected apps under your personal settings.
- Consequences of removal: ReVoice can no longer look up opportunities or save notes to Salesforce, and auto-push stops until someone connects again. Notes already saved in Salesforce remain in Salesforce.
- How your data is handled: ReVoice deletes the stored Salesforce connection (the OAuth tokens and instance URL) from its database.
- Your ReVoice meetings and transcripts are not deleted by disconnecting Salesforce; they remain in your ReVoice account.
Troubleshooting
- Salesforce shows 'Reconnect needed': your authorization expired or was revoked. Go to Integrations, then Salesforce, and click Connect again.
- The note is saved but not linked to an opportunity: it was pushed by hand, which never links it, or no opportunity, or more than one, has exactly the company's name. Link the note in Salesforce, or rename the opportunity.
- A summary was not saved: confirm the connection is still active and that your Salesforce user can create notes, then push the summary again.
- A message says the workspace already has a Salesforce connection: a workspace can have only one. Ask the person who connected it to disconnect first, or use the existing connection.
- The login screen shows an error: make sure you are signing in to the correct Salesforce org, then retry from Integrations, then Salesforce.
Frequently asked questions
What does ReVoice write to Salesforce? A note containing the participant-safe recap of the meeting. Automatic push links it to an opportunity when exactly one has the same name as the company in the meeting; a note pushed by hand is saved unlinked.
Does ReVoice change my opportunities? No. It looks opportunities up by name and links a note to one, but it does not edit any opportunity field.
Do I need a paid plan? Yes. Salesforce is available on the Business plan.
Where is my data stored? Connection data and OAuth tokens are stored in our EU-hosted database, and tokens are encrypted at rest. See our Privacy Policy for details.
Contact support
Need help with the Salesforce integration? Reach us through any of these channels:
- Help center: https://re-voice.io/help
- Support requests: https://re-voice.io/support