Attach Meeting Notes on Events

 

Samantha C. asked in the Power of Us Hub: “Does anyone know if you can track meetings with salesforce? We are looking to track our meetings and add a few bullet points about those meetings so we can look back and see where something left off.” And I was curious how it could be done. Here’s the answer in Lightning.

 

  1. Basically all you need to do is Modify the Event page layout to include the related list for Notes.
  2. Create an Event.
    1. If your attendees are Contacts, you could enter them in the Name field. meeting notes1
    2. If your attendees are Users, you could enter them as People in the “Attendees & Resources” section. I think this will send them an email inviting them to the Event. You can use Lightning Sync to connect your events to your Google or Microsoft Calendars. If you don’t want to do that, make a Contact record for your users for this purpose.usersmeeting
  3. Save your note.
  4. Find the related list for notes and add a new note!

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