Definition
In Salesforce, a calendar event or task that represents an invitation to meet, which can be created from a record and synced with external calendars via Lightning Sync or Einstein Activity Capture.
Real-World Example
At their company, a sales rep at Pinnacle Corp leverages Meeting Request to manage and organize customer data more effectively. They configure Meeting Request to ensure the sales and service teams have a unified view of every customer interaction, from initial contact through ongoing support. This setup reduces duplicate data entry and improves cross-team collaboration.
Why Meeting Request Matters
In Salesforce, a Meeting Request is a calendar event or task that represents an invitation to meet with a contact, lead, or other party. Meeting requests can be created from records (like contacts or opportunities) and typically sync with external calendars (Outlook, Google Calendar) through Lightning Sync or Einstein Activity Capture, ensuring the meeting appears in both Salesforce and the user's primary calendar.
Meeting requests are part of the broader Activity model in Salesforce, alongside other Events and Tasks. The integration with email/calendar tools is what makes them practical for sales teams who live in their email client: meetings created in Outlook flow into Salesforce automatically, and Salesforce-created meetings flow back to the calendar. Modern Salesforce orgs typically use Einstein Activity Capture for this sync because it's the most automated and comprehensive option.
How Organizations Use Meeting Request
- •Cobalt Ventures — Sales reps create meeting requests directly from Opportunity records, with Einstein Activity Capture syncing them to Outlook automatically.
- •NovaScale — Uses meeting requests to track customer interactions in Salesforce, providing visibility into rep activity for managers.
- •Vertex Global — Combines meeting requests with the Salesforce Inbox feature for an integrated email and calendar experience.