How do I schedule a meeting on SFDC?


Don’t worry about scheduling meetings, the process is exactly the same as in the Bloobirds platform.

To schedule a meeting from Salesforce, all you have to do is access the record you want to contact. By accessing the profile, the bubble will display and you can click on the meeting button (calendar icon).

When clicking, the calendar modal will open and as long as your calendar is connected, you can see your schedule and choose a day and time.

On the left side, you can edit the details of the meeting.

Once the meeting is created, you will be able to see its status in the activity feed of the object and also in the Left Bar, in the meeting tab where you will be able to see upcoming and pending meetings.

Let us show you how it’s done!

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