Connect Salesforce

For workspace owners, admins and Salesforce administrators.

Listel works with Salesforce Sales Cloud.

What you need

Requirement	Why
Listel workspace owner or admin	Only they can connect a CRM
Salesforce Enterprise, Unlimited or Developer Edition. Professional Edition needs the API add-on	Listel uses the Salesforce API
A Salesforce admin	To install the app, pre-authorize reps and sign in
Active Salesforce users for your reps	Listel signs in as each linked rep

A Salesforce admin does these steps first.

Install the Listel package

Email team@listel.ai for the install link.

Pre-authorize your reps

Set the app's OAuth policy to Admin approved users are pre-authorized, and assign the Listel permission set to your reps.

Turn on Shared Activities

This lets one Event include several contacts.

Start the connection

On the web, open Settings → Integrations and select Connect next to Salesforce.

Choose your org type

Select Production or Sandbox, then sign in as a Salesforce admin. Developer Edition orgs sign in through Production.

Check rep links

Open Settings → Members and link anyone who shows Not found. See link your reps.

Choose what to sync

In Settings → Integrations, select Manage, set up Sync settings and save.

Ask reps to turn on auto-sync

Auto-sync must be on for the workspace, and each rep also turns it on under Your sync.

The account you sign in with is used only to look up your users. Listel signs in as each linked rep to write data, so records are owned by the rep.

Listel field	Salesforce object	Salesforce field
Person name	Contact	First name, last name
Email	Contact	Email (used for matching)
Conversation	Event	Owned by the rep, with every contact as an attendee
Summary, key points, next steps	Note	Note on the event
Transcript, recap	File	Attached to the event
Each other person	Note	Note on their contact

Listel syncs people as Contacts, not Leads.

Message	Cause	Fix
You aren't linked to a Salesforce user yet	The member has no linked Salesforce user	Link them in Settings → Members
Your Salesforce user is inactive	The rep's Salesforce user is disabled	Reactivate the user in Salesforce
Listel can't read your reps' Salesforce events	The connected admin can't view all data	Reconnect with a Salesforce admin who can view all data
Sign-in expired	The connection needs a new sign-in	Select Reconnect