System Requirements: Please check with your admin to make sure you have the appropriate Salesforce account and access.
Salesforce account requirements:
- Must have Salesforce editions with API Access
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Editions without API Access cannot use Laxis integration with Salesforce
- Group Edition
- Essentials Edition
- Professional Edition (API Access can be purchased as an add-on)
Access to contacts:
- Please make sure your administrator have given you the access to the contacts and notes
Here are the step by step guides to integrate Laxis with Salesforce:
1. In the settings page, connect your Laxis account with Salesforce. Click the “Connect button”, and login to your Salesforce account.
![](https://cdn.prod.website-files.com/64c8fd7a9618c26a43787074/658c616653345aa78882469f_65523a7cb768baa313feb85e_hf1uy40RKczWtKVrlvXjByYi2y9sJ1lPBnOIUAZ6EqHSUmzZP3LYv8AVQPNDf6894csy4xAsqG4qUO_v9rcGsUJqdNmj9waB_4OoqsMWVK4ljedkHOL5dpAKtsFEh5-3cfA7gCDXQ22GAv3zqVJn_es.png)
2. Once your account is connected, go the conversation page, choose the meeting that you want to share, and then click “Send to CRM”
![](https://cdn.prod.website-files.com/64c8fd7a9618c26a43787074/658c61660fe960c2d8fbb445_65523a7ca11eebaea9b8dd6e_GDL20BfYIwpe03heYd-IX1HFWcOIcJDVWsy1iJVkgKWPfpwfyaV0XwFZLvtOpGDaARnVl6xjdf8Afk-4eOyYgOvlvjALJ_H2MgkLLZmtzIcel33Q_IzVZAjR6KikOARDrlhyR6odEgaroFrIOEh0BsU.png)
3. Enter the customer email or name, choose the correct contact, and then click “Send”
![](https://cdn.prod.website-files.com/64c8fd7a9618c26a43787074/658c6166c8b91a80f0151de6_65523a7ccdc515f284924036_37-fKr4_TK2DR3NRgxnND_WPywpxst05w9Tg3YVM1HM1DGKUK-nNittswPMyiHy_qOR7IHKfRMfwMe3FoVJnZXV10p1GcIp8Q7GABXJYB4HTwUqja8DKzybZF2LQ2IZD5ga2Xu0RnwzJO3w-L_rpm3U.png)
4. Inside Salesforce, Notes and tasks are automatically created in this contact
![](https://cdn.prod.website-files.com/64c8fd7a9618c26a43787074/658c616652d5ee59e3db0d35_65523a7ce0164ed7c9345125_lLyP4pmgSvFod-c5Of8GXOYn_IKcpk7N6xsMH6bmHWgV6WTwqq3cGJi07u_5uBCbKvSkRdopUe_c8q9noX_JeYd9uknBQ58_nT_Y-tr1Clb58K9YxEdFAsH9oGcoBRMV4f09adoPXzdYO7LVEaZqljQ.png)