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            Create Interaction Participants

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create Interaction Participants

            Enable the Create Interaction Participants Automatically setting, and assign a default participant role to create interaction participants automatically after an interaction sync. Interaction participants are created for meeting attendees who are Salesforce users, excluding the attendee who is the meeting owner.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions where Financial Services Cloud and Einstein Activity Capture are enabled.
            User Permissions Needed
            To create interaction participants automatically:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Einstein Activity Capture for Financial Services Cloud

            AND

            Customize Application

            Before you can view and enable the Create Interaction Participants Automatically setting:

            • Ensure that you’ve enabled the Einstein Activity Capture for Financial Services Cloud.
            • Ensure that Compliant Data Sharing is enabled for the Interaction object.
            1. From Setup, in the Quick Find box, enter Interaction Summary.
            2. Under Financial Services, select Interaction Summary Settings.
            3. Enable Create Interaction Participants Automatically.
            4. To assign a default participant role, select one of the default participant roles, and click Assign.
              • If you don’t see any participant roles listed, click Add Roles to create a participant role with required access permissions for the Interaction object. Learn how to create a participant role for Complaint Data Sharing Enabled Objects.
              • When enabling or disabling the Create Interaction Participants Automatically setting, if you can’t select a default participant role because it’s disabled, delete the role from the Developer console, then refresh the Interaction Summary Settings page.
              After you enable Create Interaction Participants Automatically, the interaction participant records are automatically created asynchronously after an interaction sync.
             
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