Multi-Person Events are the standard meeting model. Configuration involves enabling Shared Activities and tuning the page layouts.
- Enable Shared Activities
Setup, Activity Settings, check Allow Users to Relate Multiple Contacts to Tasks and Events. The setting activates the EventRelation model for multi-attendee scenarios.
- Add EventRelation related list to layouts
Edit the Event page layout. Add the Attendees related list (showing EventRelation records) so users can see and manage invitees.
- Configure Einstein Activity Capture
Setup, Einstein Activity Capture, enable EAC for users who schedule meetings via Outlook or Gmail. EAC auto-creates Multi-Person Events on calendar sync.
- Train users on Insert Availability
Salesforce Inbox''s Insert Availability is the most-used multi-attendee scheduling flow. Walk users through using it from Gmail or Outlook.
- Build response-rate reports
Reports on EventRelation surface meeting acceptance rate, no-show rate, and per-rep meeting volume. Useful for sales-leadership pipeline-velocity analysis.
- Configure permissions
Users need read or edit access to EventRelation to see and manage attendees. Confirm permission sets cover the relevant profiles.
- Shared Activities is a one-way setting. Once enabled, the multi-Contact model is permanent; rolling back requires data work.
- Internal vs. external attendee paths differ. Internal users get Salesforce calendar invitations; external attendees get email invitations. Test both paths.
- Recurring events generate one record per occurrence by default. Series management can be confusing; document the org''s approach.
- EAC bidirectional sync needs careful configuration. Conflicts can produce duplicate events or missing attendees.