How to sync Kaia meeting recordings to Salesforce

Objective

The purpose of this article is to provide direction to Outreach Admins in configuring the CRM to sync the Kaia recordings and Kaia summaries to Salesforce.

Applies To

• Outreach Admins

Procedure

1. Access the Outreach Platform.
2. Go to "Administration" page
3. Click on "CRM" 
4. select the "Event" object and then click on "add mapping"
5. Add the field "Kaia recording URL" and map it to an event Salesforce field.

Adding Kaia meeting summaries

1. Access the Outreach Platform.
2. Go to "Administration" page
3. Click on "CRM" 
4. select the "Event" object and then click on "add mapping"
5. Add the field "Kaia Recording Summary" and map it to an event Salesforce “Description” field.*
6. If you previously had Calendar Event sync configured, be sure to remap the original "Description" field mapping to a new custom Salesforce field. 

*Note: This is because Salesforce does not allow custom fields on the Activity object of larger than 255 characters.  The Description field is the only field that will consistently fit Kaia meeting summaries.