Multi-Person Event
A Salesforce calendar event that includes multiple invitees, creating a parent event for the organizer and individual child event records for each attendee, allowing separate acceptance tracking per person.
Definition
A Salesforce calendar event that includes multiple invitees, creating a parent event for the organizer and individual child event records for each attendee, allowing separate acceptance tracking per person.
In plain English
“A Multi-Person Event in Salesforce is a calendar event with multiple invitees. It creates one parent event for the organizer and individual child events for each attendee. This way, each person's response can be tracked separately.”
Worked example
An AE at Hawkmoor Capital schedules a 60-minute meeting with three buyer Contacts at a target Account. She creates a Multi-Person Event in Salesforce with all three as invitees; the platform creates a parent event for the AE (the organizer) and individual child event records for each Contact. Each invitee can RSVP separately - Contact A accepts, Contact B declines, Contact C tentatively accepts. The AE sees per-invitee responses on the event detail page. Reports rolling up Activity by Contact show the meeting once on each attendee's record. Multi-Person Events are the platform's modern approach to meetings with multiple attendees, replacing the older single-Contact-per-Event model.
Why Multi-Person Event matters
A Multi-Person Event is a Salesforce calendar event that includes multiple invitees, creating a parent event for the organizer and individual child event records for each attendee. This structure allows separate acceptance tracking per person: the organizer sees who has accepted, declined, or not responded, and each attendee has their own event record. Multi-person events sync with external calendars (Outlook, Google) through Lightning Sync or Einstein Activity Capture, ensuring the same meeting appears in everyone's calendar.
Multi-person events are how Salesforce handles meeting invitations with multiple attendees, mirroring the mental model people have from email/calendar tools. The parent-child structure supports use cases like tracking response rates, reporting on meeting participation, and individual record updates without affecting the original meeting. For sales teams that schedule customer meetings with multiple stakeholders, multi-person events are the standard pattern.
How organizations use Multi-Person Event
Sales reps schedule customer meetings as multi-person events in Salesforce, tracking which stakeholders have accepted ahead of the meeting.
Reports on customer meeting participation by analyzing multi-person event acceptance data.
Uses multi-person events for internal team meetings tied to specific opportunities or accounts.
Trust & references
Straight from the source - Salesforce's reference material on Multi-Person Event.
- Activities: Tasks, Events, and CalendarsSalesforce Help
Test your knowledge
Q1. What is a Multi-Person Event?
Q2. Why the parent-child structure?
Q3. How do multi-person events sync externally?
Discussion
Loading discussion…