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Setup guide · Salesforce

Connect Salesforce to Bloom AI

From preparing Salesforce to your first synced calls: install the app, connect your team, then choose your rules.

About ten minutes Updated

Set up

Before you start

Two checks on each side, and most blockers are out of the way.

In Bloom AI

  • You are an owner or an admin of the organization.
  • The organization has a paid plan or an active trial.

In Salesforce

  • You are a Salesforce admin, or an admin can install the Bloom AI package and prepare the connecting account’s permissions.
  • Your Salesforce organization is not linked to another Bloom AI organization.

Bloom AI records calls as completed activities and meetings as events. API access and the Bloom AI package are required.

Set up

Prepare Salesforce

Done in Salesforce

An admin installs the app, then prepares the account that will connect the whole team.

  1. Install the Bloom AI package

    Ask our team for the installation link. A Salesforce admin installs the package in the organization you want to connect.

  2. Check the account’s permissions

    The connecting account needs API access, read access to contacts, leads and users, and permission to create, read and delete the team’s activities. Contact creation is only needed if you enable it in Bloom AI.

  3. Keep the package fields

    Bloom_Record_Key__c must be accessible on calls, events and contacts, with unique values and an external ID. Bloom AI checks it when you connect.

An account that can see the whole team

Bloom AI acts with the connecting account’s permissions. Limited access may prevent finding contacts or assigning activities to the right rep.

Need help preparing your CRM?

Contact our team before connecting: they can help with installation and permissions.

Set up

Connect Salesforce

Done in Bloom AI Salesforce

Start in Bloom AI, then authorize access in Salesforce.

  1. Open Integrations

    Bloom AI Salesforce

    In your dashboard, open Integrations, then click Connect Salesforce.

  2. Authorize Bloom AI

    Bloom AI Salesforce

    Sign in with the account you prepared in Salesforce, review the requested access and approve.

  3. Check the connection

    Bloom AI Salesforce

    Back in Bloom AI, check the Connected status and the name of your Salesforce organization.

  4. Check your reps

    Bloom AI Salesforce

    Each rep is linked by email to their Salesforce user. Manually link any remaining reps in Reps and Salesforce users.

  5. Choose your rules

    Bloom AI Salesforce

    In Rules, choose what gets sent and how to handle missing information.

Only conversations supported by your CRM that happen after connecting are synced. Your history stays in Bloom AI.

Set up

Set your rules

Done in Bloom AI

Available settings are in Rules in the Integrations section. Only owners and admins can change them.

  • Sync calls

    Each answered call reaches the right record with its AI recap.

    Default On

  • Sync meetings

    Each meeting reaches the right record as an event with its AI recap.

    Default On

  • Also sync unanswered calls

    Also logs unanswered calls when call syncing is enabled.

    Default Off

  • Rep not linked to Salesforce

    Hold calls, or assign them to the account that connected Salesforce.

    Default Hold

  • Number not in Salesforce

    Ask someone to choose the right record, or create a contact if you allow it.

    Default Rep chooses

Who can pick a contact?

Owners and admins handle the whole queue. A rep can also pick the contact for one of their own blocked calls.

Understand

How Bloom AI finds the right contact

Bloom AI searches for the number among Salesforce contacts and Salesforce leads.

  • The rep, by email

    The rep is linked to their Salesforce user by email. An admin can adjust this link.

  • The contact, by phone number

    Bloom AI links the call to the record matching the phone number. An ambiguous number waits for your choice in Needs attention.

  • An unknown number

    Choose an existing contact or lead, or allow contact creation in Rules. Existing leads are never modified.

Understand

What Bloom AI creates in Salesforce

The conversation details and recap, on the right record.

  • A completed call

    On the right contact record, assigned to the rep: direction, date, duration, outcome and AI recap.

  • One event per meeting

    The title, times and recap appear in a Salesforce event linked to the right record and assigned to the rep.

  • A contact, if you allow it

    Only for an unknown number and with your permission: first name, last name and phone. Existing contacts are not modified.

  • A reference that prevents duplicates

    The package provides a unique key on activities and contacts. The same conversation cannot be created twice under this key.

  • Deletion when you delete the call

    When you manually delete a call in Bloom AI, its activity is deleted in Salesforce. Contacts are never deleted.

Recordings, transcripts and scores stay in Bloom AI. Calls are completed tasks of type Call, meetings are events; no additional follow-up tasks are created.

Keep permissions and references

If required access or a reference is removed, Bloom AI may hold the sync. Fix the cause and retry from Needs attention.

Understand

Requested access

The requested access is used to put recaps on the right records.

  • api

    Find contacts and leads, read users and create activities with the connecting account’s permissions.

  • refresh_token

    Keep syncing when nobody is signed in to Bloom AI.

Bloom AI never has more permissions than the account that connects it. Your database is never copied.

Fix and manage

If a call doesn't arrive in Salesforce

Done in Bloom AI

A blocked call shows up in the To handle card of the Integrations section, with its reason and a button. Fix the cause, then retry: nothing is created twice, nothing gets lost. Find the message you see in the app below and open it to know what to do.

In the “To handle” card

No contact in Salesforce has this number. Button in Bloom AI Find the contact

What to do Choose the right record in Needs attention.

Several contacts in Salesforce share this number. Button in Bloom AI Find the contact

What to do Choose the right record: Bloom AI never guesses.

Salesforce returned too many results to choose safely. Button in Bloom AI Find the contact

What to do Search by name and choose the record.

The rep is not linked to a Salesforce user. Button in Bloom AI Link the rep

What to do Link the rep to their CRM user.

Salesforce refused the write: check the permissions of the connected account, then retry. Button in Bloom AI Retry

What to do Restore the connecting account’s permissions, then retry.

Salesforce rejected the activity (a rule of your account?): fix it, then retry. Button in Bloom AI Retry

What to do Check your CRM rules and activity type, then retry.

Sending failed several times. Button in Bloom AI Retry

What to do Retry; contact our team if the issue persists.

A deleted call's activity may still appear in Salesforce: Bloom deletes it if it does. Button in Bloom AI Stop watching

What to do Bloom AI is checking deletion. Stop monitoring only after checking the activity in your CRM.

When connecting

Bloom AI cannot find in Salesforce yet what it needs to prevent duplicates. A Salesforce admin must first install the Bloom AI package, then start the connection again.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

The account signed in to Salesforce did not grant the permissions Bloom AI needs. Ask a Salesforce admin who has them to make the connection.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

This account in Salesforce is already connected to another Bloom AI organization.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

To reconnect, choose the same account in Salesforce as before.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

Your organization already has a CRM connected. Disconnect it from your integrations before connecting another one.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

Only an owner or an admin of the organization can connect a CRM.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

The CRM integration is not enabled for your organization. Contact us to enable it.

Why Preparation, permissions or the selected account prevent completing the connection.

What to do Check prerequisites and the selected account, then restart the connection from Integrations.

Access to Salesforce was revoked or has expired. Reconnect it: calls keep being collected meanwhile and leave as soon as it is back.

Why Access expired or reconnection was not completed in time.

What to do Reconnect from Integrations. After a disconnection, only new conversations will be sent.

Disconnected: the reconnection was not done in time.

Why Access expired or reconnection was not completed in time.

What to do Reconnect from Integrations. After a disconnection, only new conversations will be sent.

Fix and manage

Disconnect Salesforce

  • From Bloom AI

    In Integrations, click Disconnect. Bloom AI revokes and forgets its access. Existing activities remain in Salesforce; pending operations are abandoned.

  • If access is removed in the CRM

    Bloom AI shows Reconnection needed and emails you. Reconnect from Integrations to resume pending syncs.

  • After a disconnection

    Syncing restarts from the new connection. Conversations during the gap are not sent.

Setup FAQ

What do I need to prepare in Salesforce?

Bloom AI records calls as completed activities and meetings as events. API access and the Bloom AI package are required.

Why is a call missing in Salesforce?

Check Needs attention, account permissions, rep links and rules. The call must have happened after connecting.

Are meetings synced?

Yes. Each supported meeting becomes a Salesforce event with its AI recap.

Does my data stay in Canada once it reaches Salesforce?

The sent recap follows Salesforce hosting and terms. Recordings, transcripts and scores stay in Bloom AI, hosted in Canada.

A question about your setup?

Our team helps you connect Salesforce and set your rules.

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