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Overview

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In this section, you will find information about how to create an event or a customer visit in Salesforce, and how to invite a colleague or customer contact to the event.You will also find information about how to synchronize events / customer visits from your Google Calendar to salesforce AND from Salesforce to Google Calendar using Lightning For Gmail. This functionality will help you ensure alignment between your calendars and simplify the management of customer visits.

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Table of content

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Step By Step

Create a customer visit in Salesforce

Image AddedStart the creation of your activity by opening the contact page in Salesforce

Tip
You can create customer visit from different places in Salesforce: •From an Opportunity •From a Visit Report •From an Account -> In all the cases, the account and/or the contact already recorded at opportunity, visit report and account level will be pre-filled in in the new customer visit

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Image AddedFrom the contact page, schedule the next visit by clicking on Image Added that will create an event on the calendar

•As the event was created from the contact, the Account field and Name field for contact are automatically pre-populated. Isn’t this useful?

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Image AddedEnter a Subject

•Enter the Start date and the End date for his event.

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Image AddedFill in the Visit Preparation (Internal) with the items allowing you to prepare the visit (Topics to discuss, to prepare, etc)

•The Description can be used if the invitation is sent from SFDC

-It will be filled in automatically if you synchronize your event from Google

-The visit is now created in Salesforce and available in your calendar.

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Invite a colleague or contact to the visit
Image AddedTo invite your customer John to the meeting, click on Edit to update the visit details in the field attendees. The visit owner is added automatically in the field attendees	Image Added
Image AddedClick on Add to Invitees to include John in the invitees who will receive an invitation by email	Image AddedImage Added
Image AddedYour SFDC calendar is automatically syncornize with your google calendar	Image Added
Image AddedOnly the part Visit Description (shared with Customer) will appear in the google calendar and received per the external invitees.	Image Added