---
schema_version: "1"
id: 57ab4048efa3304b103f68e3a15114aede748d546f071dd169268bdfc67bc8a6
title: Prepare to Use Salesforce Meetings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/meetings_setup_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.meetings_setup_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b36ce17e3b578f2d308ae2eaaad13fbfbfff789b9853aeaefdab318628b31561
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud in: all editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d144205e60">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d144205e60 ">To create and save Lightning pages in the Lightning App Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d144205e60 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

Before using Salesforce Meetings, we recommend that you use an activity sync product such as Einstein Activity Capture.

1. From Setup, enter Meetings in the Quick Find box, and then select **Settings**.
2. Review the sync recommendations.
3. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

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.

#### See Also

- [Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_overview.htm&type=5&language=en_US)
- [Quip in Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_app_parent.htm&type=5&language=en_US)