schedule meeting with group
Sounds like you are asking about Cloud Scheduling?
|Available in: Group, Professional, Enterprise, Unlimited, Contact Manager, and Developer Editions|
|User Permissions Needed|
|To customize page layouts and activity settings:||“Customize Application”|
The New Meeting Request button is enabled by default on page layouts, which lets your users use Cloud Scheduler to request meetings with customers. If enabled, the button displays on the Open Activities related list on the detail pages of contacts, leads, and person accounts.
Use the following methods alone or in combination to control whether the New Meeting Request button displays on detail page layouts. Note that the button is also available in the Calendar section on the Home tab when the Requested Meetings subtab is enabled, and isn't affected by these add or remove actions.
- Click .
- If you're adding the button and the new user interface theme isn't already enabled, you must enable it from .
- Click Add Button to add the New Meeting Request button to the Open Activities related list on all eligible page layouts. Eligible layouts have fewer than four buttons in the Open Activities related list (to prevent unintended crowding). Click Remove Button to remove the button from all current page layouts.
If you're adding the button and the new user interface theme isn't already enabled, you must enable it from .See Customizing User Interface Settings.
Users can't request meetings with customers if the new user interface theme is disabled.
Add or remove the New Meeting Request button to the Open Activities related list on the page layouts you want.
Person Accounts (if enabled)
For users to request a meeting with a person account, you also need to add the Email field to the page layout, which is located at .
See Customizing Related Lists for detailed instructions.
You can optionally enable these settings to make Cloud Scheduler even more useful to your users.
Ask your users to install Salesforce for Outlook, Connect for Outlook, or Connect for Lotus Notes.
We recommend users sync their calendar events between Salesforce and Outlook or Lotus Notes so they can propose meeting times based on their availability displayed in their Salesforce calendar.
- Add your company logo to the meeting requests sent to invitees. See Customizing Activity Settings.
Show requested meetings in the Calendar section on the Home tab.
See Customizing Activity Settings. The Requested Meetings subtab displays by default. If you remove the New Meeting Request button from all page layouts, we recommend you also remove the Requested Meetings subtab because your users won't be able to request meetings.
- Enable your Partner users to request meetings using Cloud Scheduler.
Users must have the “Send Email” and “Edit Events” permissions to request meetings. These permissions are automatically selected in most standard profiles.
- Won't see the New Meeting Request button on the Open Activities related list
- Can't edit, reschedule, or cancel requested meetings
In most cases, you don't need to change field-level security settings to allow users to request meetings. However, if your organization has changed the default field-level security settings for certain profiles, refer to the following table to make sure those changes don't prevent users from requesting meetings.
|Object||Field||Required Field-Level Security Settings||Description|
|Permission Sets and Enhanced Profile User Interface||Original Profile User Interface and Customize Field Pages|
|Event||Name||Read and Edit||Visible (with Read-Only not selected)||
If this field isn't readable, the New Meeting Request button doesn't display on the Open Activities related list, and an “insufficient privileges” message displays when trying to change (confirm or reschedule) or view a requested meeting.
If this field is readable but not editable, the New Meeting Request button doesn't display on the Open Activities related list, and requested meetings open as read-only (preventing users from confirming or rescheduling the meeting).
By default, when a requested meeting is confirmed, the last message sent from the meeting organizer displays in the Description field for the new event.
However, if field-level security for the Description field isn't readable, then the last message doesn't display in the Description field even if field-level security is later set to readable.