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, 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
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.