Let sales reps get more out of their interactions with prospects and customers. Use
Salesforce Meetings to give reps access to Meeting Digest, which provides an enhanced event
layout.
Required Editions
Available in: Lightning Experience
Available with Sales Cloud in: all editions
User Permissions Needed
To create and save Lightning pages in the Lightning App Builder:
Customize Application
Before using Salesforce Meetings, we recommend that you use an activity sync product
such as Einstein Activity Capture.
From Setup, enter Meetings in the Quick Find box, and then select
Settings.
Review the sync recommendations.
Confirm that the event page layout has the right components for your reps.
The default event layout includes the Meeting Digest and a column to add other components.
If you customized the event layout, use Lightning App Builder to add the Meeting Digest
component to a tab or wide area on the page.
Tip In addition to the Meeting Digest tab, the event record layout includes the
Associated Documents component. For reps to see that component, make sure Quip is set up.
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