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Generate Sales Meeting Link Action
Creates an inbox link action for users to schedule a meeting with a sales representative.
In Flow Builder, add an Action element to your flow. In the Action field, enter and select Generate Sales Meeting Link
Set Input Values
Use values from earlier in the flow to set the inputs for creating a url to schedule a meeting.
| Input parameter | description |
|---|---|
| Attendee Emails | A list of the attendees’ email addresses, excluding the meeting owner’s address. |
| Meeting Owner ID | The ID of the Salesforce Inbox user who will own the meeting. If no ID is specified, the Meeting Owner IF defaults to the ID of the current user. |
| Metadata Target ID | Optional. The target record IF associated with a lead, contact, or person account. This ID typically belongs to an attendee. Include this field to associate the meeting with the Action Cadence Step Tracker used by the agent to engage with the target. |
| Metadata Orchestration ID | Optional. The IF of the orchestration of this action. The ID can be an Action Cadence Step Tracker or other orchestration. Include this field to associate the meeting with the Action Cadence Step Tracker used to engage with the target. |
Store Output Values
To use generate a meeting link or send messages for error handling, store them in variables.
| Output parameter | description |
|---|---|
| Meeting Link | The generated meeting link for booking the meeting in the Salesforce Inbox user’s Google or Outlook calendar. |
| Error Code | API error code. |
| Error Message | Detailed error message. |
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