> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.praiz.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Connect Salesforce with Praiz

This native integration between Praiz and Salesforce will save you time, you won't have to manually log calls or meeting notes anymore!

**What you can do with this integration:**

* log your Praiz recordings under the right Salesforce contact
* log the recording notes and AI-powered summary into a note
* add a replay URL link into so you can replay your calls from Salesforce

### Prerequisites - Salesforce plan

| You must have access to the Salesforce Web Services API in order to connect Praiz with Salesforce.

|| The Salesforce Web Services APIs are included in Enterprise and higher plans, the Professional plan does not include access to the Web Services API by default, it is available as an add-on for €25/user/month ( [more information on this page](https://www.salesforce.com/eu/products/sales-pricing)).

### User permissions required

To ensure Praiz works properly with Salesforce, a Salesforce admin needs to review the OAuth connected app settings.
In Salesforce Setup, go to **Connected Apps OAuth Usage**, then click on **“Manage Policies”** for the "Apideck Unify" application (as shown in the screenshot).
From there, the admin should check whether the app can be approved and configure access so that **all users who have a Praiz + Salesforce integration are authorized** to use the app.
In particular, they should verify that the app is not restricted and that the appropriate access policies allow usage across the organization.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/c/8/b/7c8b2da5c89ad000/capture-decran-2026-04-09-a-16_cdpc9o.png)

### Installation

## 1️⃣ **Browse our CRM integrations**

* From the **Settings** tab, go to the the **Integrations** tab
* Click on Connect on the **CRM* card

## 2️⃣ **Select the Salesforce integration**

* Select **Salesforce**

## 3️⃣ **Authorize Salesforce**

* Click on **Authorize**
* then click on **Allow and Install**
*That's it 🎉*