From client meeting to Salesforce: plan your advisory discovery data

What Amotions currently documents

An organization administrator connects Salesforce using OAuth. CRM sync covers Accounts, Contacts, Opportunities and Leads. When optional writeback is enabled, analyzed call information can create a Salesforce Task linked to a matched record.

The Task output can include summary, deal stage, health score, sentiment, positives, risks and recommended next actions. These are call-analysis outputs. Do not assume that questionnaire-specific facts will each populate a corresponding custom field. Confirm the actual Task body and record association in your evaluation.

Live coaching still uses the calling workflow. Connecting Salesforce does not turn the integration into a Salesforce dialer or establish native coaching inside a CTI softphone.

Build a field-mapping brief

For every questionnaire item, list the evidence required, proposed destination object, field API name, data type, permitted values and review owner. Mark each destination as current Task content or a separate mapping requirement to validate.

Use fictional examples: main goal becomes text in the meeting summary; timing is a narrative with uncertainty; next action has an owner and an agreed date only if one was actually discussed. Do not turn an approximate time horizon into a precise date without an approved rule.

Download the questionnaire and CRM mapping template: https://amotionsinc.com/downloads/adviser-questionnaire-crm-template.md

Record matching and existing values need a decision

Confirm how the conversation is associated with the right contact, lead, account or opportunity. Include an ambiguous-match test. Creating a well-written summary on the wrong record is still a failed workflow.

If custom-field automation is part of your desired implementation, define whether an existing value can be overwritten, whether the adviser must approve the change and what happens when permission or validation rules reject it. These are requirements to validate, not capabilities established by a generic integration label.

Financial Services Cloud may introduce different objects and household relationships. Bring the object model to the discussion instead of assuming a general Salesforce connection includes every industry-specific data structure.

Preserve uncertainty and review before relying on output

Keep unknown, not asked, unclear, declined and not applicable distinct in the review process. A missing answer must not become an invented number. If a client offers conflicting answers, flag the inconsistency for the adviser rather than silently choosing one.

Your firm decides access, recording notice, retention and supervision. Use the Trust Center to start the review and confirm requirements with the responsible teams: https://amotionsinc.com/security

An end-to-end acceptance test

Run a fictional meeting using the approved questionnaire. Confirm which items remain open while the call is running. End the call, review the analysis and inspect the supported Salesforce output. Check both the content and the linked record.

For any proposed custom-field mapping, write a separate acceptance test covering data type, blank answers, ambiguity, existing values, approval and write failure. Do not label that workflow complete until it has been demonstrated in the intended environment.

See the illustrative live workflow: https://amotionsinc.com/real-time-ai-questionnaires-for-financial-advisers

Frequently asked questions