Step By Step
Create a customer visit in Salesforce | |
 Start the creation of your activity by opening the contact page in Salesforce
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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•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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 Enter a Subject•Enter the Start date and the End date for his event. |
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 Fill 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 | |
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 To 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 |
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 Click on Add to Invitees to include John in the invitees who will receive an invitation by email
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 Your SFDC calendar is automatically syncornize with your google calendar |
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 Only the part Visit Description (shared with Customer) will appear in the google calendar and received per the external invitees. |
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Create and Sync Google Calendar with Salesforce | |
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Go to your Google Calendar Create an Event by selecting a particular time range on the calendar and click on “Edit Event” Enter the Event Details and select the “Event Color” designated by your admin Add the invitees to the event and click “Save” | |
Wait for 15 minutes Go to Salesforce Click on the home tab. There you would see the event which was synced from Google to Salesforce | |
Google Calendar Sync
| The event synced from SFDC to Google Calendar will appear in the “Red” color as well. |
Need help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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