Alcova User guide
Open Alcova
Settings

Connect your Salesforce account

Connect your own Salesforce account to Alcova, check that the connection still works, and reconnect or disconnect it.

Your organisation's Salesforce integration links Alcova to your firm's CRM. Each person also connects their own Salesforce account. You need a working connection to sync meeting notes to Salesforce.

Before you start

The Salesforce Integration page appears only when your organisation uses Salesforce with Alcova. If your organisation does not have a CRM integration, or uses Dynamics 365, the page does not appear in your settings.

You need a Salesforce login for your firm's Salesforce.

Open Salesforce Integration

  1. Open Settings. See Open settings.

  2. Under Features, select Salesforce Integration.

    The Features section of the settings menu, with Salesforce Integration listed after Product List

The Connection card shows Salesforce and the state of your connection.

The Salesforce Integration page with a Connection card showing Salesforce marked Connected
StatusWhat it meansWhat to do
ConnectedYour Salesforce account is connected and working.Nothing.
Not connectedYou have not connected your Salesforce account.Select Connect.
Needs reauthorizationYour connection has expired or stopped working.Select Reauthorize.

While Alcova checks your connection, the card says Checking connection status….

Connect your account

  1. In the Connection card, select Connect.

    The Connection card showing Salesforce marked Not connected, with a Connect button

  2. Alcova takes you to Salesforce. Sign in with your Salesforce login.

When you return to Alcova, the card changes to Connected. This can take up to a minute.

Reconnect an expired connection

If your connection stops working, the card says Needs reauthorization. Alcova may also show A connected account needs to be reconnected at the top of the app. Select that message to open this page.

  1. In the Connection card, select Reauthorize.

    The Connection card showing Salesforce marked Needs reauthorization, with a Reauthorize button

  2. Sign in to Salesforce again.

When you return, the card changes to Connected.

Disconnect your account

  1. In the Connection card, select the menu button (...).

  2. Select Disconnect.

    The Connection card with its menu open, showing Disconnect

  3. In the confirmation, select Disconnect.

    The confirmation asking Disconnect Salesforce?, warning that you won't be able to sync meeting notes until you reconnect

This removes only your own Salesforce connection. You cannot sync meeting notes to Salesforce until you connect again.

If something goes wrong

  • Failed to connect Salesforce: Alcova could not start the Salesforce sign-in. Select Connect or Reauthorize again.
  • Failed to disconnect Salesforce: your account is still connected. Try again, or contact support.
  • If the card still says Not connected a minute after you signed in to Salesforce, refresh the page.

Start here
User guide home