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 | |
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| Meeting Digest tab shown on the event record page |
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| Attendee list |
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| Attendee RSVP status |
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| Enhanced job level and role classifications for attendees |
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| Related record details |
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| Activity timeline |
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| Activity timeline event filtering |
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| Event insights |
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| Associated Documents in Quip, if Quip is enabled |
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| Meeting Digest available in the Microsoft Teams Integration |
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| Access to Zoom Integration features |
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