Overview
Read offers two ways to connect Salesforce: at the individual user level and at the workspace (organization-wide) level. The workspace version allows admins to connect Salesforce once for the entire team, ensuring consistent access, streamlined setup, and unified data management across your organization.
Key Differences: Workspace vs. User-Level Integration
| Feature | User-Level Integration | Workspace Integration |
|---|---|---|
| Who connects Salesforce? | Each user connects individually | Admin connects once for all users |
| Access to Salesforce data | Only for the connecting user | All workspace members |
| Consistency | Varies by users' choice of settings | Consistent across the workspace |
| Centralized management | No | Yes |
| Best for | Small teams, individual workflows | Larger teams, org-wide deployments |
Benefits of Workspace Integration
- Centralized control: Admins manage the integration and settings for all users.
- Faster onboarding: New users automatically gain access to Salesforce data—no individual setup required.
- Consistent experience: Ensures everyone has the same access to CRM features and data.
- Reduced duplication: Helps prevent multiple users from syncing the same meetings or contacts redundantly.
How to Enable Workspace Salesforce Integration
- Admin Access Required: Only Read workspace admins can enable the workspace-level integration.
- In Read, go to Integrations > Workspace > Salesforce.
- Click the "Connect" button. You'll be notified if users already connected Salesforce at the individual level, as the workspace integration will take precedence over those.
- Authorize Salesforce: Follow the prompts to sign in to Salesforce and grant access.
- Configure Settings: Set preferences for data syncing, and whether to create new Leads or include meeting transcripts when pushing notes to Salesforce.
- Note: Only workspace members who are users in your Salesforce account (based on their email address) will have auto-push meeting notes enabled by default, but any user can choose to turn this setting on or off.
- All other settings can only be modified by a workspace admin.
- Save and Confirm: Once enabled, all users in your workspace will have access to Salesforce features according to the preferences you set.
What Users Experience
- Users will see Salesforce data and features in Read without needing to connect individually.
- All synced meetings, action items, and CRM recommendations are managed centrally.
- All workspace members will be able to search and prompt against all of the CRM records in Salesforce - user-level access permissions are not reflected with this integration.
Switching from User-Level to Workspace Integration
- If your team previously used user-level connections, enabling workspace integration will override individual setups for a unified experience.
- Existing user-level connections will be overridden and disconnected to avoid duplication.
Troubleshooting & Tips
- Only workspace admins can enable or modify the workspace integration.
- Salesforce 'Person Accounts' are not currently supported for syncing.
- The integration requires API access. Please contact your Salesforce account rep to enable or inquire about whether you have access if you are unsure.
- Ensure you have the necessary Salesforce permissions to authorize the connection. A Salesforce Administrator will need to be the first Read AI user in your Workspace to connect an account before subsequent connections are allowed.
- For security, review which users have access to sensitive CRM data via Read.
- If you encounter issues, try disconnecting and reconnecting the integration, or contact Read support.