Salesforce

Connect Salesforce so Tenali can answer questions about your pipeline from live Salesforce data: opportunities, accounts, contacts and activity, read with your own login. Ask in plain language instead of building a report.

What connecting unlocks

• Ask your CRM in chat: chat pulls opportunity, account and contact details into an answer and names the record it used. Ask in the web app or in a Slack DM with Tenali, before and after calls.
• Pipeline totals and quiet deals: ask "what's closing this quarter, by rep?" or "which deals have had no activity since July?" and Tenali totals or lists them from Salesforce itself.
• Call write-ups for Salesforce: ask Tenali to write up a meeting for Salesforce, or click Push to Salesforce on a meeting summary. Tenali drafts the next step, the meeting note and the field values from what was said, ready to paste into the record. See Push a Summary to Your CRM.

Before you connect: one-time admin approval

Salesforce only lets people authorize connected apps that their org has approved. Before the first person on your team connects, a Salesforce admin sets this up once:

1. The admin connects Tenali first, using the steps below. Salesforce only lets someone authorize an app the org hasn't installed yet if they're on the standard System Administrator profile or have the Approve Uninstalled Connected Apps permission.
2. In Salesforce Setup, under Connected Apps OAuth Usage, the admin finds Tenali for Salesforce and installs it for the org.

After that, each person connects their own account.

If someone tries to connect before the app is approved, Salesforce blocks the sign-in instead of showing the approval screen. Ask your Salesforce admin to approve the app, then try again. If your admin limits the app to certain profiles or permission sets, ask them to add yours.

Connect Salesforce

Salesforce connects through a secure OAuth handshake — you authorize once in a new browser tab and Tenali stays connected from then on.

1. 1

   Open Integrations

   In the web app at app.tenali.ai, open Integrations in the left sidebar. You'll see Salesforce listed in the table under the "Application" column.

2. 2

   Click Connect

   Click the Connect button in the "Action" column on the Salesforce row. A new browser tab opens, and Tenali shows the message "Complete the Salesforce connection in the new tab."

3. 3

   Authorize in the new tab

   Sign in to Salesforce and approve access. If nothing opens, check your pop-up blocker and allow pop-ups for app.tenali.ai. Tenali waits about two minutes for you to finish — if the tab is closed or the authorization stalls, the attempt ends with "Connection timed out. Please try again."

4. 4

   Confirm it's connected

   The Salesforce row now shows a green Connected badge with a Disconnect option, and you'll see the toast "Salesforce connected!"

Every teammate connects their own Salesforce account, and Tenali reads as you, inside your Salesforce permissions. See How CRM Connections Work.

When Salesforce needs a reconnect

If Salesforce ends Tenali's access (a password change, an admin revoke or an expired session), the Salesforce row shows an amber Needs reconnect badge with the reason and a Reconnect button, and the push button on meeting summaries reads Reconnect Salesforce. Click Reconnect and sign in again.

Disconnect Salesforce

On the Salesforce row, click Disconnect. Tenali confirms with "Your account has been disconnected!" Chat loses CRM access on your very next message, and the summary toolbar's push button reverts to a generic Push to CRM that only prompts you to connect one. You can reconnect any time by clicking Connect again.

Next Guides

• How CRM Connections Work
• Push Summary to CRM
• Connect HubSpot
• CRM Issues