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Setup

  • Setting up Microsoft environments to support the Spotlight.ai Notetaker
  • Synchronizing Salesforce and Spotlight.ai data
  • How to set up Spotlight.ai's Managed Package in Salesforce
  • Salesforce Integration User
  • What Salesforce fields are synchronized by Spotlight.ai?
  • How to setup Spotlight.ai authentication with Okta
  • How to install the Spotlight.ai Google Calendar Connector
  • How to setup Spotlight.ai authentication with PingOne
  • Enabling Gmail Integration with Spotlight.ai
  • [Beta] Spotlight.ai Outlook Email Connector
  • Integrate ZoomInfo Chorus with Spotlight.ai

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  • Analytics
  • Configuration
  • How To
  • Release Notes
  • Setup
  • Usage
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