- Log into Salesforce.
- In lightening Go to setup page, In quick find box search for Activity Settings.
- Feature settings->Sales->Activity Settings.
- Check the box "Allow Users to Relate Multiple Contacts to Tasks and Events".
How do I add a contact to an event in Salesforce?
Required Editions and User PermissionsOn the Event detail page, in the Select Invitees section, click Select.In the Select Invitees dialog box, search for the type of invitee: users, leads, contacts, or resources.Enter a name or part of a name or leave the field blank to expand the search. ... Use. ... Click Done.More items...
How do I send a calendar invite in Salesforce lightning?
Send outlook calendar invite from salesforce lightningStep 1: Create a new class to generate meeting invite (class name: NPS_MeetingInviteGenerator) //codekiat.com. public class NPS_MeetingInviteGenerator { ... Step 2: create email utility class to send an email. //codekiat.com. public class NPS_EmailUtility {
How do I create a contact in Salesforce lightning?
Create a ContactIn the Related Contact tile of the Household tab, click + Add Contact.In Lightning Experience, click + New Contact in the Related Contact picklist. ... Select the Person Account record type. ... Click Next.Enter the contact's last name.Enter the contact information that your company uses to manage contacts.More items...
How can a data analyst ensure that lightning sync automatically related calendar events in Microsoft or Google to contacts or leads in Salesforce?
To enable this feature, your Salesforce admin selects the Automatically relate events to Salesforce records option from your sync configuration in Setup. Events are automatically related only under these conditions. When sales reps create their events in Microsoft or Google calendars.
How do I create an event in Salesforce lightning?
Creating an EventSelect the relevant page or page element.Select an event in the Events pane ( ). ... Click. and select an action in the Choose an Action list that appears.Set the other available properties for the action, such as: ... Click Save.Add more actions if required.
How do I create a calendar event in Salesforce?
0:020:52How to Create a New Event inside Calendar in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipTime. Select this checkbox if it is an all-day. Event click on save event has been created thank youMoreTime. Select this checkbox if it is an all-day. Event click on save event has been created thank you for my guide org.
How do I add multiple contacts in Salesforce?
Please follow these steps.Log into Salesforce.In lightening Go to setup page, In quick find box search for Activity Settings.Feature settings->Sales->Activity Settings.Check the box "Allow Users to Relate Multiple Contacts to Tasks and Events".
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
How do I sync Salesforce with lightning with Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.