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Salesforce Integration Docs (Package + Merge)

Important: Siro requires Merge authentication before installing the Salesforce package. Both steps are required.

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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 enables:

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 allow’s 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.). These data fields can automatically populate any field on any record in Salesforce.

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Overview of the Two Processes

• Merge Authentication (required first) to connect your Salesforce org to Siro at the data layer.
• Salesforce Package Setup to pull in our UI components, permission sets and complete Salesforce setup.

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Step-by-Step Guide

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Step 1: Authenticate Salesforce via Merge

Ask your Siro Customer Success Manager for a secure Merge link, and follow the onboarding steps to log in with your Salesforce credentials and authorize the data connection. Merge handles the secure sync behind the scenes and Siro begins syncing Salesforce appointment and opportunity data. Recordings are linked to their associated deals and summaries, transcripts and extracted fields are synced back into Salesforce. Initial data may take 1–2 hours to appear.

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Step 2: Install the Siro Salesforce Package

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Install Package

1. Paste the Siro package install URL into your browser and log in to the target Salesforce org if prompted
2. Select Install for Admins Only
3. When prompted, Approve Third-Party Access
4. Click Continue to complete installation

[for more information, please click here to refer to salesforce documentation on Package Installations.]

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Step 3: Assign Permission Sets

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Available Permission Sets

• Siro Setup User Assign to admins completing configuration
• Siro Standard User Assign to users accessing Siro components and objects

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Assign Permissions

1. Setup → Permission Sets
2. Select the permission set
3. Manage Assignments → Add Assignments
4. Select users → Assign

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Step 4: Complete Siro Setup Assistant

1. Open App Launcher → Siro app
2. Select Configuration

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System Connections (Verification Step)

This step confirms the Merge-based connection.

1. Open System Connections
2. Verify Salesforce connection status
3. Enter API key (access in Siro Web Dashboard > Person Icon > API Tokens) and Authorize

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Package Log Settings (Optional)

Used for troubleshooting.

1. Open Package Log Settings
2. Enable or disable logging
3. Choose:
   • All Activity or Errors Only
   • Max records retained
4. Optionally clear logs

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Step 5: Add Siro Recording Component to Record Pages

Supported objects:

• Lead
• Opportunity
• Service Appointment

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Add Component

1. Open a record → Setup → Edit Page
2. Drag Siro Recording Component (Custom – Managed)
3. Save
4. Activate page if required (Org / App / Profile)

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Step 6: Add Siro Custom Object Tabs (Optional)

For admin visibility into Siro records. Objects:

• Siro Recordings
• Siro Recording Engagement Links
• Siro Recording Transcripts

Setup → Tabs → New (Custom Tab)

• Hide for all profiles
• Set System Administrator = Default On
• Add to selected apps

📷 [custom tab images retained]

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Step 7: Field Service Lightning Configuration (Optional)

Required only if using Field Service Mobile.

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Add Siro Quick Action

1. Setup → Object Manager → Object
2. Open Page Layout
3. Edit Salesforce Mobile & Lightning Actions
4. Drag Siro action into layout
5. Save

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Service Appointment Quick Action (If Applicable)

If using Service Appointment, create manually:

• Action Type: Lightning Web Component
• Component: siro:siroRecordingComponent
• Label / Name: Siro

Add to page layout afterward.

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Field Service Mobile App Builder

1. Setup → Field Service Mobile App Builder
2. Create new configuration
3. Add List View component
4. Configure object (Lead / Opportunity / Service Appointment)
5. Save → Publish
6. Assign profiles