Momentum Conversation Capture and Intelligence

Momentum is the data foundation that powers Salesforce conversation intelligence. Connect your calendar, calls, and email to automatically capture every customer conversation in Salesforce. Momentum turns that data into action, giving sales teams AI-powered next-best actions, deal risks, and coaching insights drawn from real conversations. Teams move faster, stay aligned, and close more deals.

• Momentum Requirements
  Before setting up Momentum, confirm that your org has the required external accounts and Salesforce features, and check whether any incompatible features are enabled. Momentum requires Google Workspace, Data 360, and Einstein Generative AI. Momentum isn’t compatible with Einstein Activity Capture or Einstein Conversation Insights.
• Set Up Salesforce for Zoom
  Connect Salesforce for Zoom to your calendar and meetings.
• Exclude Emails, Events, and Video Calls From Capture
  Set up org-wide exclusions to control what gets captured, synced, and recorded by Momentum. Excluded data isn’t added to the activity timeline of related Salesforce records, and excluded events don’t sync between Salesforce and the connected calendar account. Adding exclusions doesn’t remove previously stored data. Exclusions only filter incoming data after you save an exclusion value to your settings. Exclusions apply to all Momentum configurations and users. Users can add more addresses to their own excluded addresses lists in their personal settings.
• Notetaker Profile Guidelines
  Add a custom display name and image that appears when Notetaker joins a call.