Together, we’re creating a future of new opportunities.
Create Contact - Creates a new contact with the message as a note on the contact
Update Contact - Add a note to the matching contact
Create Lead - Create a new lead with the message as a task associated with the lead
Update Lead - Add a task to the matching lead
Create Task - Create a new task with the subject as the title and the message as the body
All dictations also create a Task within Salesforce that informs the user how the transcription was handled. If we were not able to discern the intent then only a task will be created.
The Salesforce integration is only available to Enterprise and above level Salesforce subscriptions.
Some corporate deployments of Salesforce may not allow individual users access to their login information. The integration may not be available to these subscribers.
The integration allows us to work with a limited set of customized versions of Salesforce and to create additional speech mappings.
This integration is not available to Bank of America/Merrill Lynch