Momentum Permissions and Access Overview
Introduction
Integrating Momentum with various systems ensures seamless workflow and enhanced productivity. This overview provides detailed steps on how Momentum accesses each system, ensuring a smooth installation process.
Systems and Access Methods
Momentum integrates with the following systems using specific access methods:
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Salesforce
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Slack
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Google Calendar
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Gong
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Clari
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Clari Copilot
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Dialpad
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Chorus by ZoomInfo
Momentum Permissions Overview
Momentum installation is straightforward and involves three key steps. Here’s a breakdown of the necessary system accesses and permissions needed:
Step 1: Installing the Momentum Slack App
Permissions Required:
- Slack system administrator permissions
Installation Process:
- Click the provided link to install Momentum in Slack.
What does the installation do?
- Momentum will access specific Slack permissions, such as posting messages or inviting participants to channels. The app will appear as a Slack app for your team to interact with but won’t proactively contact team members.
Why is this necessary?
- Momentum’s primary interactions and workflows are built on top of Slack. This integration ensures team members can efficiently use Momentum to update deals and receive notifications and call notes.
Warnings and Considerations:
- Momentum will not read messages or history from channels it’s not invited to. It doesn’t need access to every channel in your organization.
Step 2: Granting Momentum Access to Salesforce
Permissions Required:
- Salesforce system administrator permissions
Installation Process:
- Go to the Momentum App in Slack (Cmd + K → Momentum), click the Home tab, and click Authorize.
What does the installation do?
- Granting access allows Momentum to read the list of Salesforce users, stages, custom fields in Opportunity, Lead, Contact, Task, and Account objects, and other foundational settings. This enables Momentum to read from and write into Salesforce. To receive events from Salesforce efficiently and reduce API usage, Momentum will dynamically create Salesforce Flows and Outbound Messages that provide push events to our backend systems.
Why is this necessary?
- Momentum’s core value proposition is its ability to read and manage Opportunities, Accounts, Leads, and Tasks directly within Slack. Understanding the field types in your Salesforce objects is critical for this functionality.
Warnings and Considerations:
- There’s no need to change your Salesforce configuration or install a new package. Access permissions via Salesforce OAuth are the only requirement. Momentum will read users, fields, custom objects, and other settings during initial installation and continue to do so during regular operations.
Step 3 (Optional): Granting Momentum Access to Video Conferencing or Call Recording Tools
Permissions Required:
- Video conferencing administrator permissions
Installation Process:
- Review the documentation for your specific call recording tool.
What does the installation do?
- This step allows Momentum AI to collect customer call data, including titles, attendees, transcripts, and video recordings.
Why is this necessary?
- To analyze customer calls, connect those calls with CRM objects, and update the CRM accordingly, Momentum needs to record and transcribe the calls. Calendar details help detect new meetings and their attendees, while call transcripts provide the content for analysis.
Warnings and Considerations:
- Depending on your tools, this step may require only administrator access (for Zoom, Gong, Dialpad, and Copilot), or individual reps’ calendar access. These permissions allow Momentum to read calendar events and meetings.
Specific Requirements for Call Recording Tools:
- Gong: Requires a Gong Technical Administrator account.
- Clari Copilot: Requires a Copilot Access Token.
- Chorus by ZoomInfo: Requires an API Key.
- Dialpad: Requires a Dialpad Integration Token.
- Google Meet: Requires a Google Workspace admin.
- Zoom: Requires a Zoom Business One license and a Zoom Administrator.
Conclusion
By following these steps, you’ll ensure that Momentum integrates seamlessly with your existing systems, providing your team with enhanced capabilities for managing customer interactions and workflows. If you have any questions or require further assistance, our support team is here to help.