Meeting Objects Settings

Meeting Objects can be configured in the Meeting hub under the Meeting Objects tab. Meeting Objects tab will only be available for users with the OKRify Meeting Admin Permission Set.

In Meeting Objects Settings, you can add up to 5 Salesforce Objects that will be available as sections to display records. Also in the Meeting Objects section you can add the fields to be displayed for the Salesforce records, up to 10 fields can be displayed for a record.

To add an object and fields in Meeting Settings follow the below steps

1.Go to Meeting Hub and Meeting Object tab.

2.Click to add a new Salesforce Object

3.The first field will have a link to the record page. Automatically the standard lighting page for the record will be used. If you have custom LWC then Click to change the link for the records. Enter the entire link except the record id. If you are using standard lighting pages, please do not change the link

4.Click to add up to 5 fields in the header section and 5 more fields in the other field section.

Note: Add Text Area fields such as description and notes only in the other field section so the full text is displayed

5.After entering the required fields save the values by clicking save.