---
schema_version: "1"
id: aa33a478933947b2a013fb9710d30703613d2f1bac36f9cf99eaadf38f75409f
title: MeetingPlaybook
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_meetingplaybook.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_meetingplaybook.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 80354f19c9b608b442e3a0750d8cc431f9f3b98a8742783ce9adb4d09d465f70
description: Represents a meeting playbook created from a meeting playbook definition. Specifies the sequence of stages and drives execution for the meeting. This object is available in API version 67.0 and later.
---
# MeetingPlaybook

Represents a meeting playbook created from a meeting playbook definition. Specifies the sequence of stages and drives execution for the meeting. This object is available in API version 67.0 and later.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update()

## Fields

### Description

- **Type**: textarea
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The description of the meeting playbook.

### EventId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The event associated with the playbook.

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date on which a user referenced this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date on which a user viewed this record.

### MeetingPlaybookDefinitionId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort
- **Description**: The meeting playbook definition. Specifies the structure and sequence of stages used to create meeting playbooks.

### Name

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Sort, Update
- **Description**: The name of the meeting playbook.

### OrganizerId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The user who owns or runs the meeting playbook.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The ID of the user or group that owns this meeting playbook.

### RelatedRecordId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The API name of the related record that's submitted for approval.

### Status

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The status of the meeting playbook.

## Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

[MeetingPlaybookFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")

Feed tracking is available for the object.

[MeetingPlaybookShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object.

[MeetingPlaybookSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Feed tracking is available for the object.