Get your sales teams started with Salesforce Meetings. We recommend using an activity
sync solution such as Einstein Activity Capture.
Required Editions
Available in: Lightning Experience
Available with Sales Cloud in: all editions
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Review the Sync Recommendations and Features for Salesforce Meetings To use Salesforce Meetings, we recommend using an activity sync solution such as Einstein Activity Capture. The Salesforce Meetings features that are available to sales reps depend on which sync product is used.
Use Einstein Activity Capture with Salesforce Meetings When you use Einstein Activity Capture to sync events from Microsoft or Google calendar applications to Salesforce, the Meeting Digest shows more details that help sales reps prepare for meetings. For example, on synced events, reps see job level and role information for attendees. Users with Automatic Contact Enhancement can see the available data for department group, seniority level, and buyer attributes for invited contacts. And insights about the event provide notifications and recommended actions about the meeting.
Prepare to Use Salesforce Meetings 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.
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