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Save Tiro meeting notes in the Description field of a Salesforce Event. You send them from the note; later edits in Tiro do not sync automatically.
This guide covers the web app. Start with a sample note that has finished recording. Desktop screens may differ.

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Who needs to prepare what?

A Salesforce admin installs and approves Tiro once per organization. Then each user connects Salesforce from their own Tiro account, including admins.

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What should the Salesforce admin check?

If installation and approval are complete, continue to the connection steps.
  1. As an admin, open the Tiro installation link and check that you are in your company’s Salesforce organization. Install Tiro / ThePlato Inc. using [Install for Admins Only].
  2. Go to [Setup] → [External Client Apps Manager] → [Tiro] → Policies → Edit. Under [OAuth Policies], set [Permitted Users] to [Admin approved users are pre-authorized].
  3. Add [System Administrator] under [Selected Profiles] and save. For other users, add their profiles or assign approved permission sets. Installation and user approval are separate; preserve access for existing users too.
Users also need API access, read access to Accounts, Opportunities, and Contacts, and permission to create Events and edit descriptions. Salesforce access settings
The package has not undergone AppExchange security review, so Salesforce displays an unreviewed-package notice. Check your company’s app installation policy before proceeding.

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How do I connect my Salesforce account?

  1. In Tiro, open [Settings] → [Integration] and select Salesforce [Connect].
  2. Sign in with your own account in your company’s Salesforce organization. If an access request appears, review the app name and permissions before approving it. Pre-approval policies may allow you to skip this screen.
  3. The connection is complete when [Disconnect] appears in Tiro.
You can also connect from [⋯] → [Record to Salesforce] in a note. After connecting through this route, the note’s export dialog opens. To switch accounts, disconnect in integration settings, then connect again.

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How do I send meeting notes?

1

Open the export dialog

In a note that has finished recording, select [⋯] → [Record to Salesforce].
2

Check the organization and subject

Check [Connected organization] and [Subject]. The default is [Create a new event].
3

Choose the record and participants

Expand [More options] and choose Account or Opportunity under [Record to]. Enter at least two characters to search, then select a result. You can create an event without linking either.Under [Participant (optional)], search for contacts and add multiple people. Check any automatically selected participants.
4

Choose content and a link

Select at least one summary, transcript, or document under [Content to Include]. Check the language if several are available. For transcripts, choose the original or translation when available; finish incomplete translations or send only the original.To include the note link, select [Attach share link]. If no link exists, use [Create a shared link]; it is attached automatically. If prompted to adjust access, check the sharing settings. If company policy blocks links, contact your admin.
5

Check the result

Select [Record to Salesforce], then [Open event] in the success message. In Salesforce, check the description and linked account, opportunity, and participants.

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How do I update an existing event?

Under [More options] → [Salesforce event], select the existing event, check the content, and send it. The list shows events near the note’s recording time owned by your connected account.
The existing description is replaced with the selected content. Save anything you need to keep first. The subject, time, participants, and account or opportunity relationships stay unchanged.
Use this method to send later edits from Tiro. Automatic mapping to individual custom fields is not supported.

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Who can see the content, and how do I delete it?

The content is copied to the Salesforce event description and is visible to anyone with access to that event. An attached Tiro link follows Tiro’s sharing permissions. To remove the content, edit the description or delete the event in Salesforce. Ask your admin if you lack permission, and check your company’s retention and backup policies with them. See permissions for editing and deleting activities.

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How do I troubleshoot problems?

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What if I see a connection failure or admin approval message?

If you canceled, try again. Otherwise, ask your admin to check for Tiro under [Setup] → [Installed Packages] and confirm user approval. Admin accounts need the app installed too. This message alone does not confirm a permission problem. If connecting still fails, share the error message with support. No request is sent to your admin automatically.

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Why can’t I find an account or event?

Enter at least two characters and check that the same Salesforce account can access the record. For existing events, also check ownership and the recording time. Clear the event search to return to the default list, or select [Retry] if a loading error appears.

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What if the record button is disabled or saving fails?

Check the subject, event selection, and that at least one content item is selected. A share link alone is not enough. The subject can contain up to 255 characters and the final body up to 32,000, so select fewer items or only a summary for long notes. If the connection has expired, use [Reconnect] or integration settings. Other export failures clear the event selection. First check whether Salesforce created the event, then select again under [Salesforce event]:
  • If it was created, select that existing event.
  • If it was not, select [Create a new event].
If saving still fails, send the error message to your Salesforce admin to check editing permissions and validation rules.
Related pages: Export · Share When contacting support, include the failed step and error message. Hide customer and account information in screenshots.