Meeting Objects

With the "Salesforce Object" feature, users can easily include any Salesforce object in their meetings, which can be highly advantageous for collaborating with team members and stakeholders and examining specific data points or records from their Salesforce account.

For instance, a sales team could incorporate the Sales Opportunity object into a meeting to assess their current pipeline and devise strategies for closing deals. Similarly, a marketing team could add the Campaign object to a meeting to evaluate the effectiveness of their marketing campaigns and use data to make informed decisions for future campaigns.

To use this feature, up to five objects can be configured to be available in Meetings. For more information on configuring objects and fields for Meeting Objects, please refer to the provided link.

To add a Salesforce Object and its records to the Meeting section, you can follow these steps:

1.Go to the Meeting page and click on the "Add Section" button located at the bottom of the page.

2.Type in the desired name for the section and press "Enter".

3.A popup window will appear with a list of available sections including the Salesforce Objects configured to be available in meetings. Select the desired Object.

4.In the added section on hover, a button to add records to the sections will be available.

5.Click the button to search for the desired records and add them to the section. Records from the Object will be displayed with the configured fields. Contact admin if you want to add additional objects or change displayed fields.