Salesforce: Enable The Shared Activities Features

  • Updated

To enable Shared Activities:

  1. In Salesforce, enable the feature.
  2. In Salesforce, update the event layout.

Step 1: In Salesforce, Enable Shared Activities

  1. Log in to Salesforce.

  2. Navigate to Setup, and then

    • In Salesforce Lightning: in the Quick Find box, search for Activity Settings. Select the highlighted result.

    • In Salesforce Classic: expand Customize, expand Activities, and select Activity Settings.

  3. On the Activity Settings page that appears, near the bottom, select the Allow Users to Relate Multiple Contacts to Tasks and Events check box.

Important limitations:

  • The Salesforce feature limits the maximum number of related contacts to 50. Riva will only match emails to the first 50 contacts discovered and to a maximum of 50 meeting attendees.
  • The Salesforce feature does not support recurring tasks or appointments. Riva will not match multiple contacts as meeting attendees for recurring appointments.

Recommended:

Review the following Salesforce documentation related to Shared Activities:

For more Salesforce information, you might like to try the following Internet search: "shared activities site:salesforce.com" (without quotation marks).

Step 2: In Salesforce, Update the Event Layout

An important operation to complete when working with Shared Activities is to add the Name related list to the Salesforce Event view layout.

  1. Log in to Salesforce as an administrative user.

  2. Edit the layout for the event view to add the Name related lists.

    SFDC-EventLayout-EditMultiWho.png

    The adjusted layout displays group events with a contact in the Not Responded attendee list, but not in the Name related list.

    SFDC-EventLayout-ViewMultiWho.png

Was this article helpful?

/

Comments

0 comments

Article is closed for comments.