Overview


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.

 


Concerned profiles:

     ALL

Table of content

 

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 


 From the contact page, schedule the next visit by clicking on 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?


 


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

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.

 


Invite a colleague or contact to the visit

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

Click on Add to Invitees to include John in the invitees who will receive an invitation by email

 

Your SFDC calendar is automatically syncornize with your google calendar

Only the part Visit Description (shared with Customer) will appear in the google calendar and received per the external invitees.


Create and Sync Google Calendar with Salesforce

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.

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