Salesforce: Enable the Shared Activities Features

Article ID: 917
Last updated: 12 Sep, 2019

To enable Shared Activities:

  1. In Salesforce, enable the feature.
  2. In Salesforce, update the event layout.

Step 1: In Salesforce, Enable the Feature

  1. Log in to Salesforce.

  2. Navigate to Setup and then

    • In Salesforce Lightning: expand Feature Settings, expand Sales, and select Activity Settings.

    • In Salesforce Classic: expand Customize, expand Activities, and select Activity Settings.

  3. Select the Allow Users to Relate Multiple Contacts to Tasks and Events check box.

Important limitations:

  • The Salesforce feature limits the maximum number of related contacts to 50. Riva will only match emails to the first 50 contacts discovered and to a maximum of 50 meeting attendees.
  • The Salesforce feature does not support recurring tasks or appointments. Riva will not match multiple contacts as meeting attendees for recurring appointments.

Recommended:

Review the following Salesforce documentation related to Shared Activities:

For more Salesforce information, try the following Internet search: "shared activities site:salesforce.com" (without the quotation marks).

Step 2: In Salesforce, Update the Event Layout

An important operation to complete when working with Shared Activities is to add the Name related list to the Salesforce Event view layout.

  1. Log in to Salesforce as an administrative user.

  2. Edit the layout for the event view to add the Name related lists.

    The adjusted layout displays group events with a contact in the Not Responded attendee list, but not in the Name related list.

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Article ID: 917
Last updated: 12 Sep, 2019
Revision: 5
Views: 20342
Comments: 0
Also listed in
folder Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> CRM Systems -> Salesforce -> Advanced Options & Settings -> Misc.

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