Meeting AI Salesforce Integration

Meeting AI support multiple data sources to perform fact-based research: 

• Cirrus Insight uses a combination of public web searches and our data vendor to perform research on attendees and companies to provide reliable and accurate results. 
• Salesforce uses data from your CRM to perform research. When this option is enabled, Meeting AI will use the following object types:
  • Account
  • Contact
  • Lead
  • Opportunity
  • Contract
  • Case
  • Notes
  • Person Account

To change the research source, go to the Meeting AI Admin Settings page and select Salesforce. The research source will automatically be updated for all users. If a user does not have a valid Salesforce connection, they will be prompted to log into Salesforce.