|Available to sync with: Salesforce Classic, Lightning Experience, and Salesforce1|
|Available to set up from: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
If your company uses Microsoft Office 365, when reps schedule meetings from Lightning Experience or Salesforce1, they can invite contacts, leads, and other Salesforce users to attend, and all Salesforce users can see how meeting attendees responded.
You can also set up reps to invite attendees to events that reps create from the quick actions menu.
And because giving your reps access to attendees’ details requires you to set up Lightning Sync, meetings scheduled from reps’ Microsoft calendars sync to Salesforce, too. That way, your whole team can access meeting data, where they can track or analyze it.
- Set up your reps for Lightning Sync using OAuth 2.0 with the Sync Both Ways sync direction, so events are syncing between Salesforce and reps’ Microsoft calendars.
- Add the Attendees field to the Event page layout.
- Users have to create or edit the event (from which they’re viewing or editing attendees) from Lightning Experience or Salesforce1.
Keep in mind that selecting Sync Both Ways limits some Calendar functionality in Salesforce Classic. To learn more, check out “Lightning Sync Considerations” in the Salesforce Help.