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Invite People to an Event and Schedule Resources in Salesforce Classic

Invite People to an Event and Schedule Resources in Salesforce Classic

Invite users, contacts, and leads to a meeting, and schedule meeting resources.

Required Editions

Available in Salesforce Classic in: All Editions Except PersonalEdition
User Permissions Needed
To invite people to an event: Edit Events

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  1. On the Event detail page, in the Select Invitees section, click Select.
  2. In the Select Invitees dialog box, search for the type of invitee: users, leads, contacts, or resources.
  3. Enter a name or part of a name or leave the field blank to expand the search. Click Find.
  4. Use An arrow pointing right to select names. and An arrow pointing left to deselect names. to select and deselect people or resources. To invite more people or resources, search again and select the invitees you want.
  5. Click Done.
  6. Review the calendar of each invitee and adjust the date and time of the event if necessary.
    The availability of invitees is indicated in color on their calendars: busy time is blue and out-of-office time is red. If an invitee has more than one event scheduled for a particular time, all the events are shown on the calendar. To see the details of an event, hover your mouse over the event on the calendar.
  7. To remove an invitee from an event, click Remove next to the invitee’s name.
  8. Click Save & Send Update.
    Invited leads, contacts, and person accounts receive an email containing a link to a web page. They can accept or decline the invitation for the event or event series. You also receive an email summary of the event. If an invited resource is available at the given time, the resource automatically accepts the invitation.