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Welcome! This guide explains what you need to do to connect your Salesforce account to Siro.

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What this integration enables

The Siro–Salesforce integration connects recorded sales conversations directly to your CRM, allowing teams to capture, analyze and act on customer interactions without manual data entry. Once configured, the integration can:
  1. Initiate Siro recordings from the Salesforce mobile app so reps don’t need to remember to open a separate app.
  2. Give Siro access to Salesforce appointment and opportunity data. This allows Siro to process recordings and answer questions with more context about the interaction, and allows Siro to send reminders to record ahead of appointments.
  3. Send Siro transcripts to Salesforce as custom objects for reporting, coaching, or other use-cases.
  4. Auto-fill Salesforce records so reps don’t need to enter data manually. Siro has a powerful engine to extract structured data fields from transcripts (e.g., lowest quote price, products offered, next steps, conversation summary, etc.). This data can be used to populate fields and create Tasks or Events/Activities associated with records in Salesforce.

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Setup overview

Setting up the Siro Salesforce integration consists of two parts:
  1. Install the Siro Salesforce Package Adds Siro components, objects, and permissions into your Salesforce org.
  2. Complete Setup in the Siro Setup Assistant Connects your Salesforce org securely to Siro and enables data sync.

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Before you begin

Before starting installation, ensure:
  • You have Salesforce System Administrator access.
  • You know which Salesforce org you are installing into (Production vs. Sandbox).
  • You can create or modify users and permission sets.
  • You have access to your Siro API token.
  • The email address on your Salesforce admin account matches the email address on your Siro user account. If these don’t match, the connection will fail.

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Installation guide

👉 Siro v3.0 Installation & Configuration Guide (HERE) 👉 Package Installation URL (HERE) Use this guide for:
  • Package installation
  • Permission set assignment
  • Creating and configuring the integration user
  • Setup Assistant configuration
  • OAuth and External Client App setup
  • Lightning component configuration (optional)
  • Field Service Lightning setup (optional)

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Key steps at a glance

  1. Open the Package Installation URL above and install the Siro package into your Salesforce org.
  2. Assign the required Siro permission sets to all users who will use the integration. Users without the correct permission sets will not see Siro components in Salesforce.
  3. Create or designate the Siro integration user in Salesforce with the access levels described below.
  4. Complete the connection in the Siro Setup Assistant using your Siro API token.
Refer to the full Installation & Configuration Guide for detailed navigation steps and screenshots.

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Salesforce access requirements

For recordings and data sync to function correctly, the integration user must have API access to:
  • User
  • Account
  • Contact
  • Lead
  • Opportunity
  • Event
  • Task
  • ServiceAppointment (if using Field Service – see note below)
Please note – any field that you want Siro to write data to needs to be “updatable” in Salesforce.

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Field Service Lightning

If your team uses Salesforce Field Service, the Siro integration user will also need a Field Service license in order to access ServiceAppointment objects. This license must be assigned manually by your Salesforce admin – it cannot be granted through the Siro package alone. Please confirm this is in place before completing setup if Field Service is part of your workflow.
Need additional assistance? We’re here to help. Simply email your Customer Success Manager at Siro (or contact support@siro.ai) and our team will help ensure you get set up properly.