If multiple users have the same Email field data Today links to the user record

If multiple users have the same email field data

This preview shows page 36 - 37 out of 58 pages.

If multiple users have the same Email field data, Today links to the user record that was last modified. If a user and contact or person account have the same Email field data, Today links to the user record. Today won t create links to portal users or inactive users. It s not possible to manually associate a Salesforce record with an invitee or meeting organizer. When Today finds matching Salesforce records: Links to the records are added to event invitees and organizers. Links to contacts or person accounts are added if you have permission to use these objects, and permission to access the Email field on these records. When a link is added, Today changes the invitee or organizer s name to the value of the first field in the compact layout for the matching contact, person account, or user profile record. By default, this is the Name field. If an event has a large invitee list, links may not display all at once. To stay in sync with changes in Salesforce, Today re-matches invitees and organizers each time you view an event. Related Accounts A mobile calendar event may include an Account card, which lists accounts that are related to the event, so you can quickly review information like account details, pending opportunities, or open cases in advance of a meeting. You must have the Read user permission on accounts to see this card. Today determines that an account is related to an event if it s associated with a contact record that matches one of the meeting invitees. Person accounts aren t included in this card. If a meeting includes contacts from a variety of different accounts, Today lists up to three accounts, picking those that are associated with the largest number of contacts. To see how Today chooses the most relevant related accounts for an event, consider a meeting that includes 10 invitees who are all contacts in Salesforce, representing five different companies: Three contacts from PetEdge.com Three contacts from Chewy, Inc. Two contacts from Pet Food Express One contact from Joe s Pet Supply One contact from Petopia The Account card for this event will list PetEdge.com, Chewy, Inc., and Pet Food Express because PetEdge.com and Chewy, Inc. have three representatives each and Pet Food Express has two representatives. Prepare for a Meeting Before a meeting, you ll probably want to check for last minute updates or refresh your memory about important details, including details that are stored in your associated Salesforce account, contact, person account, and user records. With Today, you can do your meeting preparation from a single place. (Today is available in the Salesforce1 downloadable apps only.) Tap an event in the Current Event or Agenda card. Then: Check out the list of invitees and see who has accepted ( ), who hasn t responded yet ( ), and who isn t attending ( ). If it s a large meeting, tap More to see additional invitees.
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