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            Review the Sync Recommendations and Features for Salesforce Meetings

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            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.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud in: all editions

            We recommend that you enable Einstein Activity Capture because it offers the most comprehensive meeting and event information when events are synced to Salesforce.

            Review the Salesforce Meetings features included with each activity sync solution.

              Einstein Activity Capture with Event Sync Einstein Activity Capture without Event Sync Lightning Sync Salesforce for Outlook (Retiring) Third- Party Sync Solution No Sync Solution
            Meeting Digest tab shown on the event record page Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available
            Attendee list Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available
            Attendee RSVP status Green check mark indicating the feature is available Red x indicating the feature is unavailable. Red x indicating the feature is unavailable. Red x indicating the feature is unavailable. Red x indicating the feature is unavailable. Red x indicating the feature is unavailable.
            Enhanced job level and role classifications for attendees Green check mark indicating the feature is available Red x indicating the feature is unavailable. Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable
            Related record details Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available
            Activity timeline Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available
            Activity timeline event filtering Green check mark indicating the feature is available Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable
            Event insights Green check mark indicating the feature is available Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable
            Associated Documents in Quip, if Quip is enabled Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available
            Meeting Digest available in the Microsoft Teams Integration Green check mark indicating the feature is available Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable Red x to indicate the feature is unavailable
            Access to Zoom Integration features Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available Green check mark indicating the feature is available
             

            See Also

             
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