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Connecting to Salesforce

The native Salesforce integration is the cornerstone of the Agentic Marketing Platform. Connecting your Salesforce org is a foundational step that allows Qualified to use your system of record to identify visitors, personalize conversations, and create or update Lead and Contact records. To ensure the highest level of security, we strongly recommend following the Principle of Least Privilege when creating your integration user. Instead of assigning a full System Administrator profile, you should create a dedicated custom profile or permission set that grants only the specific permissions required for the Qualified integration to function.This guide will walk you through our recommended best practices for establishing a secure and powerful connection.Step 1: Decide Your Default Push Destination  Step 2: Choose Your Integration User Strategy Step 3: Create & Configure the Integration User The Permission Checklist Step 4: Complete Security Prerequisites Restrict API Access by IP Address (Recommended) Review Salesforce Automation Step 5: Connect to Qualified Step 6: Post-Connection Configuration Next Step: Sales Rep Connections Step 1: Decide Your Default Push Destination Determine where Qualified will create new leads and update existing records across your Salesforce and connected Marketing Automation Platform. If your system architecture is designed to have all data flow through a Marketing Automation Platform before moving to Salesforce, you can restrict your Salesforce integration user permissions appropriately for your situation. Step 2: Choose Your Integration User StrategyThe first step is to decide which type of Salesforce user account will connect Qualified and Salesforce. While several strategies are possible, we strongly recommend creating a Dedicated, Qualified-only User for the most secure, stable, and reliable integration. The table below outlines the pros and cons of each approach.Setup Pros Cons ⭐️ Dedicated, Qualified-only integration user This is best practice and the recommended option. The user is granted precise permissions and all updates made within Salesforce are clearly attributable to Qualified. This requires the purchase or use of a dedicated Salesforce user license, which may require time to set up at your company. Shared integration user with other connected apps If you already have an Integration User for other apps, this may be faster than creating a new, dedicated Qualified User. Qualified must share the permissions and limits of the shared integration user. If this user’s access is shut down, all connected apps will be impacted. You will be unable to easily determine which system is creating or updating records. Existing individual user  This is both the fastest and most affordable option, because it uses an Individual User that already exists in your Salesforce. There’s no need to create anything new. This method poses a significant security risk by granting full system access. All data changes are attributed to the individual user, making platform-specific auditing difficult, and the integration will break if the user leaves the company or their account is compromised.  Step 3: Create & Configure the Integration UserPlease work with your Salesforce Administrator to create a custom profile or permission set with the following minimum required permissions.The Permission ChecklistUse this checklist to verify that the user account has the required permissions.1. General Permissions API Enabled: The "API Enabled" checkbox is checked on the user's Profile or an assigned Permission Set. Access Activities: The "Access Activities" checkbox is checked. Edit Events & Tasks: The "Edit Events" and "Edit Tasks" checkboxes are checked. View and Edit Converted Leads: Verify this permission is UNCHECKED. Approve Uninstalled Connected Apps: If the Integration user is not an admin, this permission must be checked to ensure that the Connected App can be approved and used. The Approve Uninstalled Connected Apps permission was added in September 2025 as part of a security update.  For more details, read about this permission here.2. Object-Level Permissions Leads: Read, Create, Edit Contacts: Read, Edit Accounts: Read, Create, Edit Opportunities: Read Campaigns: Read, Edit Objects related to Leads, Contacts, Accounts: Read If you choose to push to your marketing automation platform first, it’s possible to restrict access to Read for some objects. However, We recommend using the object permissions listed above to take best advantage of Qualified. For further information on the implications of further restrictions, reach out to your QSA3. Minimum Field-Level AccessThe integration user must have Read access to all fields that Qualified needs to reference and Edit access to all fields that Qualified will update.Because each Salesforce org has different field customizations, consider starting by granting Read access to all standard and custom fields on the supported objects (Leads, Contacts, Accounts, Opportunities, Activities, Campaigns, Campaign Members).Then, narrow down Edit access only to the fields that Qualified will write to during normal operation (for example, Lead Status, Owner, or Campaign Status).To use Related Object Filtering, your Salesforce integration must have Read access to the following metadata objects:EntityDefinition FieldDefinition EntityParticle PicklistValueInfoIf these permissions are missing, related custom objects or fields may not appear when building filters.Any new fields added after implementation should be reviewed and granted appropriate access if they are used by Qualified.⚠️ Important: Your Qualified Success Architect can help you navigate creating your integration user for your unique Salesforce environment.  You will be able to identify which fields are required for the business teams who will be operating Qualified by first connecting Qualified to a Salesforce Sandbox and iterating on your required user permissions. This approach ensures Qualified can function reliably while still following the Principle of Least Privilege. 4. Dashboard Field AccessTo power the Pipeline and Revenue Dashboards in Qualified, the integration user requires at least Read access to the following fields. Account Object: LastModifiedDate, Id, Website, Name, Owner.Name Opportunity Object: Id, Name, StageName, Amount, CloseDate, IsClosed, CreatedDate, AccountId  Step 4: Complete Security PrerequisitesRestrict API Access by IP Address (Recommended)For an added layer of security, we strongly recommend restricting API access to only Qualified's servers. This ensures that the integration user can only be accessed from our trusted network.A Salesforce Administrator can do this by setting Login IP Ranges on the integration user's custom profile and adding the following static IP addresses: 34.236.78.183 52.20.17.105 3.92.37.95 Review Salesforce AutomationPlease ensure there are no validation rules, Apex triggers, or flows that would prevent the API user from successfully creating or updating the objects listed in the permission checklist. Step 5: Connect to QualifiedOnce your user is created and configured, you can establish the connection. In Qualified, navigate to Settings → Integrations → Salesforce → Connection.   Click Connect to Salesforce.   A Salesforce pop-up window will appear. Enter the login details for the dedicated integration user. Note: you may need to click "Use Custom Domain" before entering your credentials to properly authenticate.    Click Log In and follow any verification prompts. After logging in for the first time, install Qualified as a Connected App in Salesforce Setup.  You will know the connection is successful when you are returned to the Salesforce settings page in Qualified and see the integration user's name displayed under the “Org-level account” section.  Step 6: Post-Connection ConfigurationWith the connection active, you can now configure several settings to fine-tune how data flows between Qualified and Salesforce: Update Salesforce Fields: Click this button to sync any new or changed fields from your Salesforce objects (Lead, Contact, Account, etc.) into Qualified. It's a good practice to do this any time your Salesforce admin makes changes to your page layouts. Sync Frequency: Use this setting to control how often Qualified pulls the latest data from Salesforce, ensuring the information your team sees is always current.  Next Step: Sales Rep ConnectionsThis guide covers the main org-level connection required for Qualified to sync with Salesforce. After this org-level connection is complete, your individual sales reps will also need to connect their personal Salesforce accounts to Qualified.This is a simple, one-click process that does not require any special permissions for the reps. This personal-level connection is what ensures records, like Leads and Contacts, are correctly assigned and attributed to the specific sales rep who interacted with a visitor. NOTE: To learn how to configure advanced features like data mapping, campaign attribution, and related object filtering, please explore our complete collection of articles on our Salesforce integration.

Chat user setup guide

Welcome to Qualified, The Agentic Marketing Platform!Qualified is where your AI SDR agent partners with your sales team to connect with buyers in real-time on your website and in their inbox. Using live chat, email, and AI-driven insights, you'll engage buyers and turn interactions into pipeline.This guide will walk you through every step of setting up your account.Prefer a guided video walkthrough?We have two great options for you at Qualified University: For a Step-by-Step Video Guide: This article covers everything you need to get set up. For a complete video walkthrough of these steps and a tour of the platform, we highly recommend our Getting Started with your Qualified Account course. To Get Fully Certified: To learn these setup skills and build your skills in live chat, pouncing, and more, enroll in the full Agentic Marketing for Sales Reps Certification Path. 1. Access your account 2. Connect your calendar Google calendar Microsoft Outlook calendar 3. Personalize your profile 4. Add your meeting details Connect with Zoom Connect with Microsoft Teams Using Google Meet 5. Connect to Salesforce Steps to connect Salesforce: 6. Configure calendar settings Verify local time zone Additional calendar settings 7. Enable notifications How to customize notifications 8. Enable browser notifications, camera, and microphone access 9. Download the Qualified desktop & mobile apps Qualified desktop app Qualified mobile app 1. Access your accountYour Qualified admin determines how you and your team will access Qualified. This will be set up in one of two ways:Single Sign-On (SSO): You’ll log in using your company’s Identity Provider (IdP), such as Okta, Azure, or OneLogin. If your admin has enabled SCIM (a tool for automatically syncing user accounts), you can access your account by clicking the Qualified tile in your IdP. If SCIM is not enabled, you’ll first receive an email invitation from invite@qualified.com to log in and set up your account. After that, you can use the Qualified tile in your IdP for future access.  Email & password: You’ll receive an email invitation from invite@qualified.com to create your account and set a password. No matter how you log in for the first time, all chat and meetings users will follow the same onboarding steps.2. Connect your calendarConnecting your calendar ensures visitors can easily book meetings with you at the right time. Google calendarClick Connect to Google. Follow the prompts to log into your Google account. If prompted, check all permission levels to grant Qualified access to your email and calendar. Click Allow. Microsoft Outlook calendarClick Connect to Microsoft. Follow the prompts to log into your Microsoft account. Click Accept to authorize the connection. If you see a “Need admin approval” error, ask your Microsoft Azure admin to follow the steps here to grant the minimum needed permissions for our integration: Calendars.ReadWrite User.Read offline_access Mail.ReadWrite Mail.Send To avoid discrepancies in meeting times, remove additional time zones from your Outlook calendar (Manage time zone settings in Outlook). For admins: Qualified uses OAuth2 and the Microsoft Graph API to view and create events on calendars. This integration is compatible with most work, personal, and school Microsoft Outlook accounts.3. Personalize your profileYour profile helps website visitors know who they’re connecting with. A friendly, engaging profile builds trust and encourages bookings.Upload a profile photo (JPG or PNG). Add your first name, last name, and job title. Make your title approachable! For example: Instead of "Sales Development Rep," try "Here to help you find your perfect solution!" or “[Company Name] Expert”4. Add your meeting detailsMeeting details ensure visitors receive the correct information to join the meetings they book with you. Setting up your meeting details allows Qualified to send this information automatically.Connect with Zoom or Microsoft TeamsZoom or Microsoft Teams: Connect your account to automatically generate unique meeting links for each booked meeting. Other Options: If you don’t use Zoom or Teams, you can manually add a personal conference link, such as a permanent Google Meet link, or phone number that attendees will use to join.If you’re adding a personal conference link, ensure the link is for joining meetings—not scheduling new ones—to avoid confusion. Connect with ZoomClick Connect with Zoom. Follow the prompts to Sign In. You may be prompted to verify your identity with a code sent to your email. Check Allow this app to use my shared access permissions, and click Allow.If your Zoom admin requires pre-approval for new apps, the admin will need to enable the “Approve use of this app” toggle under App Permissions for our Qualified app in the Zoom Marketplace.Connect with Microsoft TeamsClick Connect with Teams. Sign in with your Microsoft Teams credentials. When prompted, click “Yes” to allow app permissions.Using Google MeetIf you are using Google Meet, you can follow the steps below to create a “Permanent Google Meet Link” that you can manually add to your Meetings Details. In your Google Calendar, create a new event. Click “Add Google Meet video conferencing”. Adjust these settings: Next to Does not repeat, click the down arrow icon and select Custom… Set the event to repeat every month and select Ends: Never. (This event will serve as a placeholder.) Save the Event, then copy the generated Google Meet URL. Paste the URL into the “Enter your own meeting details” section in Qualified.5. Connect to SalesforceIntegrating with Salesforce ensures your Leads, Contacts, and Accounts are updated automatically. If you don’t see this option, your admin has already completed the connection for you.Steps to connect Salesforce:Click ‘Connect to Salesforce’. Log in with your Salesforce credentials. If your company uses a custom domain, select ‘Use Custom Domain’ and enter your domain before logging in. 6. Configure calendar settingsFine-tune your calendar preferences to optimize meeting scheduling.Verify local time zoneGo to Settings → Me → Profile. Verify your local time zone is correct  Verify the time zone in Qualified matches the time zone set in your Google Calendar or Microsoft Outlook. Additional calendar settingsNext, go to Settings → Me → Calendar. Review or adjust the following settings‍Set your availability: Define the days and times visitors can book meetings with you (e.g., weekdays 9 AM–5 PM). Minimum meeting notice: Determines how much time between when a visitor requests a meeting and the first available time slot they’re offered. Buffer between meetings: The minimum time you want between back-to-back meetings already scheduled on your calendar. Start with the defaults—30 minute minimum meeting notice and no buffer—to ensure ample availability on your calendar for prospects to book.7. Enable notificationsNotifications ensure you never miss a chance to connect with visitors by alerting you to key actions, like chat requests, auto pounce replies, or VIP visitors arriving on your website. Customizing your notification settings helps you stay focused on what matters most.These settings only apply to in-app notifications when logged into Qualified. They do not affect notifications created by your Qualified admin for tools like Slack or Microsoft Teams.How to customize notificationsTo enable and customize notification sound alerts:Go to Settings → Me → Notifications. Alert types: Return visitors: Receive an alert when a visitor you own has returned to the website after at least one prior visit.  Sounds: Select a default notification sound from the dropdown menu. Enable voice alerts to receive in conjunction with the sounds selected below. You will have to enable specific Steams to receive voice alerts for below.  Stream notifications: Adjust notifications for individual visitor streams (e.g., VIP visitors, High Intent, etc.).  Click the “Desktop” or “Mobile” icons to control where notifications are sent. To enable/disable mobile notifications, first log in to the Qualified Mobile App. The “Waiting for a Rep” stream is always active and cannot be disabled.  8. Enable browser notifications, camera, and microphone accessIn Google Chrome and other browsers, click the settings icon in the URL bar to enable notifications, as well as camera and microphone for voice and video calls. 9. Download the Qualified desktop & mobile appsQualified desktop appDownload the most recent version for Mac OS (164MB) or Windows (119 MB). Click “Sign In” from the desktop app while still logged in to Qualified in your browser. Click “Authorize” on the confirmation page that opens in your default browser.For more noticeable visitor alerts, add the Qualified app to your desktop dock.Qualified mobile appDownload Qualified Mobile from the Apple App Store or Google Play store to never miss a visitor. With our app, receive visitor push notifications, chat on the go, and more. 

Tutorial

Add Qualified to your website

Qualified requires a few basic technical setup steps to be enabled on your website, including:Qualified Javascript Snippet How To Install the JavaScript Website Domain Whitelisting Live View Block List Website PerformanceQualified JavaScript snippetThe JavaScript snippet is a small piece of code that recognizes visitors, communicates to the Qualified application, and takes appropriate actions. When you initially add the Qualified JavaScript to your site, there's no visible change on your website. After the JavaScript is installed, create and activate your experiences for the Qualified messenger to appear.Installing the Javascript To find the JavaScript snippet for your organization, navigate to Settings → App Settings → Setup.It's important to note that each JavaScript snippet has a token that is unique to your account. The snippet looks like this: For Single Page Application (SPA) websites - If your website is a Single Page Application, you will need to add this extra line of code whenever a new "page" is loaded (usually referred to as a route transition or navigation). qualified("page");Pages to place the snippet onThe JavaScript snippet must be placed on every page on your marketing site that you wish to track leads and have conversations. Many companies have a team of web developers who have access to the website infrastructure, and only these folks are allowed to add JavaScript. It's important to note that accurate instructions must be given to install the snippet on all marketing web properties to make sure the system is functioning properly. Consider the following pages on your website which may be running on different platforms or CMS systems:Marketing website (usually www.company.com). Marketing landing pages (might be running on a landing page service). Blogs (which usually run on a separate CMS system). Any other web pages served by another app (eg, Marketing Automation).  How to install the JavaScriptFor Qualified to function properly, it's important to place the JavaScript snippet on all marketing pages, just before the end of the head section of your website. You can either add this manually to your website, or if you are using a hosting system or other CMS, there is commonly an area where you can paste this into your head section.Install the Javascript with Google Tag ManagerQualified supports Google Tag Manager (GTM), but there may be performance or visibility trade-offs.When possible, we highly recommend adding the Qualified Javascript snippet to the <head> of your website rather than GTM.If you’d like to add the snippet to GTM, there are two potential risks:GTM could cause slow load times. In some cases, Qualified may be loaded at the end of the tag sequence, adding up to 10 seconds of load time to your website. This could affect visitors on your site beginning a session or receiving an experience.  Some third-party ad-blockers may block Qualified. In this case, the user may not receive a Qualified experience or be recorded in Qualified reporting. If your customer base may be highly likely to use an ad-blocker, we strongly recommend adding the Qualified JavaScript snippet to the <head> of your website rather than GTM.How to install the Qualified Javascript with GTM:If you would like to use GTM to install the Qualified Javascript, follow the steps below: Navigate to your GTM Workspace. Select New Tag and name your tag. Select Tag Configuration and find Custom HTML in the right-side menu. Insert the Qualified Javascript into the HTML dialog box. Click Triggering to select which pages the Qualified Javascript should fire on, then click Save. Once saved, click Submit on your GTM dashboard.If Qualified does not appear after adding the code to GTM:You may not have an active experience, leading Qualified to not appear as visible. Confirm you have published the tag in GTM. Confirm you have applied the correct GTM container to the webpage.Website domain whitelistingOnce the Javascript has been installed, you'll need to add the website domains it has been installed on within Qualified to whitelist them. As a Qualified Admin, go to Settings → App Settings → Setup. Click the + icon in the “Website domains” section. Add your website domain without the "www" prefix. Add your website domain with a wildcard (*) as the prefix to cover for "www" and any subdomains. If you have multiple domains (ie. qualified.co.uk) be sure to add these as well. Once the website domains have been added, click Save in the upper right-hand corner. Live View block listQualified allows your reps to directly interact with visitors on your marketing website, but you may want to prevent certain parts of your website, like a web application, from appearing in the Live View while you reps engage with visitors on your website.As a Qualified Admin, go to Settings → App Settings → Setup. Click the + icon in the "Live View block list" section. Add any domains, subdomains, and subpages that you don't want to appear in the live view. Once enabled, these pages will not appear in the live view of your application. Note: If you have a single-party application (SPA), please contact your Qualified Success Architect to support having the live view block list block your application from the live view.How to test successful installationYou'll know the installation is successful by signing into the Qualified application to see your live website traffic. It's a good idea to do a quick test by opening an incognito window and testing all of the sections on your website, including your main marketing site, landing pages, blog pages, and pages served by other apps, such as content pages. You'll see the visitors on your site on the main map, as seen below.  Website performanceThe Qualified JavaScript fires asynchronously on your website after first content paint, so there will be no (or technically a negligible) performance impact to site load time.The remainder of the loading sequence also happens asynchronously to serve a personalized experience.‍

Agentic Marketing for Sales Reps Certification Path

Welcome to Qualified University! We are so excited to introduce the official learning path for our sales rep users: Agentic Marketing for Sales Reps Certification Path​This certification is designed to give you all the skills you need to partner with your AI SDR agent, connect with buyers on your website and in their inbox, and ultimately generate more pipeline. This article is your complete guide to the certification path and all the courses it includes.The Agentic Marketing for Sales Reps certification path Courses in this learning path The Agentic Marketing for Sales Reps Exam Standalone courses The Agentic Marketing for Sales Reps certification pathThis is the complete, 6-part learning path that will take you from a brand-new user to a certified rep. It includes all the courses listed below plus the final certification exam. Who it's for: All sales reps (SDRs, BDRs, and AEs) who use Qualified to live chat with website visitors and book meetings. What you'll learn: How to partner with your AI SDR agent, configure your account, use live chat and pouncing, handle email handoffs, and book meetings. Total time: ~1 hour Enroll in the Full Certification Path Courses in this learning pathThis certification path is composed of 5 courses and a final exam. You can enroll in the full path (using the button above) or take any of the courses individually as you need them.1. Course: An Introduction to Agentic Marketing for Sales Reps What it is: A short, strategic introduction to the "why" behind agentic marketing. This course introduces your new AI SDR agent teammate and explains how it will help you focus on booking more meetings. Time: ~10 mins Take this course 2. Course: Getting Started with Your Qualified Account What it is: A complete video guide to your essential first-time setup. This course covers connecting your profile, calendar, notifications, and navigating the platform for the first time. Time: ~15 mins Take this course 3. Course: A Rep's Guide to Live Chat & Pouncing What it is: This is your complete playbook for engaging visitors in real-time. You'll learn best practices, how to handle inbound chats, how to pounce, and how to use your AI Copilot. Time: ~15 mins Take this course 4. Course: Engaging Prospects with AI SDR Emails What it is: This course teaches you the two primary ways your AI SDR agent will help you in the inbox. You'll learn the best practices for taking over a warm email handoff to convert it into a meeting. Time: ~10 mins Take this course 5. Course: Booking More Meetings with Qualified What it is: Your complete guide to scheduling. This course covers every way to book a meeting, including in a live chat, sharing your meeting links, and using the Live Booker for VIPs. Time: ~10 mins Take this course  The Agentic Marketing for Sales Reps ExamThis is the final 25-question exam to earn your certification. You do not have to complete the courses to take the exam. Who it's for: Any rep who has completed the learning path, or experienced reps who want to "test-out" and earn their certification immediately. Note: We highly recommend completing the courses first, as they cover everything you'll be tested on. The exam is "open book." Go to the Exam  Standalone coursesThis is our growing library of short, standalone courses for reps who may not need the full certification path, such as "Meetings-only" users. Course: Sharing Your Meeting Links & Pages What it is: Make it easy for prospects to book with you. This quick course shows you how to find, create, and share your personal meeting links and landing pages for email signatures and direct follow-ups. Time: ~5 mins Take this course

Meetings user setup guide

Qualified empowers you to connect with your top buyers directly on your company’s website and through followup emails. With features like meeting scheduling through chat conversations, smart forms, smart buttons, and sharable meeting links, you can book meetings effortlessly and drive more pipeline.This guide will walk you through the steps to set up your account so you can start scheduling meetings with ease. Let’s get started!Prefer to watch instead? Check out our onboarding Video.1. Access your account 2. Connect your calendar Google Calendar Microsoft Outlook Calendar 3. Personalize your profile 4. Add your meeting details Connect with Zoom Connect with Microsoft Teams Connect with Google Meet 5. Connect to Salesforce Steps to connect Salesforce: 6. Configure calendar settings Verify local time zone Additional calendar settings 1. Access your accountYour Qualified admin determines how you and your team will access Qualified. This will be set up in one of two ways:Single Sign-On (SSO): You’ll log in using your company’s Identity Provider (IdP), such as Okta, Azure, or OneLogin. If your admin has enabled SCIM (a tool for automatically syncing user accounts), you can access your account by clicking the Qualified tile in your IdP. If SCIM is not enabled, you’ll first receive an email invitation from invite@qualified.com to log in and set up your account. After that, you can use the Qualified tile in your IdP for future access.  Email and password: You’ll receive an email invitation from invite@qualified.com to create your account and set a password. No matter how you log in for the first time, all meetings users will follow the same onboarding steps.2. Connect your calendarConnecting your calendar ensures visitors can easily book meetings with you at the right time. Google CalendarClick Connect to Google. Follow the prompts to log into your Google account. If prompted, check all permission levels to grant Qualified access to your email and calendar. Click Allow. Microsoft Outlook CalendarClick Connect to Microsoft. Follow the prompts to log into your Microsoft account. Click Accept to authorize the connection. If you see a “Need admin approval” error, ask your Microsoft Azure admin to follow the steps here to grant the minimum needed permissions for our integration: Calendars.ReadWrite User.Read offline_access Additional permissions are required for email users.To avoid discrepancies in meeting times, remove additional time zones from your Outlook calendar (Manage time zone settings in Outlook). For admins: Qualified uses OAuth2 and the Microsoft Graph API to view and create events on calendars. This integration is compatible with most work, personal, and school Microsoft Outlook accounts.3. Personalize your profileYour profile helps website visitors know who they’re connecting with. A friendly, engaging profile builds trust and encourages bookings.Upload a profile photo (JPG or PNG). Add your first name, last name, and job title. 4. Add your meeting detailsMeeting details ensure visitors receive the correct information to join the meetings they book with you. Setting up your meeting details allows Qualified to send this information automatically Connect with ZoomClick Connect with Zoom. Follow the prompts to Sign In. You may be prompted to verify your identity with a code sent to your email. Check Allow this app to use my shared access permissions, and click Allow.If your Zoom admin requires pre-approval for new apps, the admin will need to enable the “Approve use of this app” toggle under App Permissions for our Qualified app in the Zoom Marketplace.Connect with Microsoft TeamsClick Connect with Teams. Sign in with your Microsoft Teams credentials. When prompted, click “Yes” to allow app permissions.Connect with Google MeetClick Connect with Google Meet. Sign in with your Google credentials. When prompted, click “Yes” to allow app permissions.Having trouble connecting to Google Meet? Ensure that your admin has followed the steps in Connecting to Google Meet5. Connect to SalesforceIntegrating with Salesforce ensures your Leads, Contacts, and Accounts are updated automatically. Steps to connect Salesforce:Click ‘Connect to Salesforce’. Log in with your Salesforce credentials. If your company uses a custom domain, select ‘Use Custom Domain’ and enter your domain before logging in. 6. Configure calendar settingsFine-tune your calendar preferences to optimize meeting scheduling.Verify local time zoneGo to Settings → Me → Profile. Verify Your local time zone is correct  Verify the time zone in Qualified matches the time zone set in your Google Calendar or Microsoft Outlook. Additional calendar settingsNext, go to Settings → Me → Calendar. Review or adjust the following settings‍Bookable hours: Define the days and times visitors can book meetings with you (e.g., weekdays 9 AM–5 PM). Minimum meeting notice: Determines how much time between when a visitor requests a meeting and the first available time slot they’re offered. Buffer between meetings: The minimum time you want between back-to-back meetings already scheduled on your calendar. Start with the defaults—30 minute minimum meeting notice and no buffer—to ensure ample availability on your calendar for prospects to book. 

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