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.
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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.