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.

 

 

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, hover on the tab Open Activities and clicks on New Event.









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

 

Attention! To invite contact to a visit, he/she must have a valid email address recorded in Salesforce.

Once you have invited John, you can scroll down until the section Select Invitee and consult who will be invited.
Click on Select

 

 

 

In the new pop-up window, you already see who is invited. You can now search for colleagues (users) or contacts, and add them.
Finally, to send the invitation to the additional Users, or Contacts, scroll up to the top of the page and click on Save and Send Update. 

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