Go to Complete tasks from third party apps with Cisco AI Assistant, select Salesforce and click Add connection.

You'll be redirected to the Salesforce authorization page. Sign in with your Salesforce account, and click Allow to authorize the Webex application.

When configured, you can use AI Assistant to do the following:

• Create Salesforce accounts, opportunities, and leads.

• Update Salesforce records.

• Add meeting summaries to Salesforce opportunities.

For Example: After a sales meeting, you're assigned action items to create a new opportunity, add meeting notes to an opportunity, and update Salesforce records.

Go to Meetings > Meeting recap and select the meeting summary. In the summary AI Assistant identifies and higlights the action items, select from:

• Create a Salesforce opportunity—AI Assistant prompts you for relevant details (name, value, close date) and then creates the opportunity in Salesforce.

• Add meeting summary—enter the opportunity name, AI Assistant then posts the meeting recap notes directly to the Salesforce opportunity, attaching context from the meeting.

• Update Salesforce records—when prompted, enter the opportunity name to modify the details, such as updating the stage or close date.