Get started with Mili + 
Salesforce Financial Services Cloud

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How it works

Head to Settings → Integrations → Click "Connect Salesforce FSC"→ Authorize
Link meeting to contacts. Mili pulls past context to build meeting agendas.
Choose record type to sync notes and action items to - Accounts or Contacts
Review notes post meetings & choose record type to sync instantly.
Approve tasks with title, assignee, priority & due date. Sync instantly.
Open Mili Office for open tasks, past context, etc. Fetch data on demand.
Customize skills in Mili Office or configure custom objects with your CSM.

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Frequently Asked Questions

01
What meeting data flows to Salesforce Financial Services Cloud?

Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner.

02
Where in Salesforce Financial Services Cloud can Mili sync data?

You can push to Accounts, Contacts, Notes, and Tasks. Notes can also attach to other objects within your FSC instance. When you sync, Mili shows exactly which destinations are available based on your setup.

03
Will Mili automatically update Salesforce Financial Services Cloud?

Every sync requires your explicit approval. You review all notes and tasks before they enter Salesforce Financial Services Cloud. That means your CRM stays accurate and up to date.

04
Does Mili continuously access our Salesforce Financial Services Cloud data?

At Mili, we believe in intentional data access. The integration only pulls Salesforce Financial Services Cloud data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs.

05
What determines Mili's access in Salesforce Financial Services Cloud?

The integration matches your exact Salesforce Financial Services Cloud user permissions. If you can see it in FSC, you can access it through Mili. Your existing security model stays intact.

06
Can we customize the Salesforce Financial Services Cloud integration?

Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email support@getmili.ai to discuss your specific FSC workflow requirements.

07
How can I verify the accuracy of answers in Mili Office?

Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations.

08

Ready to connect Mili with 
Salesforce Financial Services Cloud
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

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