Team Setup

Onboarding Guide

Installation
Permission Sets
Team Setup
Meeting Setting
Schedule Apex Jobs
Creating Calendar Event

Teams and team members can be set up in the meeting application. By setting up teams in the Meetings application, you can expedite creating team and cross-functional meetings . This streamlined setup allows you to quickly and effortlessly schedule meetings, making the entire process more efficient and hassle-free.

With team setup, managers can view team members and create or view 1:1s meetings in Meeting Hub, managers can also easily setup team meetings from meeting hub.

Create team by following the below steps

1.In the Meeting app, go to teams tab

2.Click New Button to create a new team

Enter the following fields for the team and save the team.

  • Team Name
  • Active
  • Parent: Enter a parent team, parent team is required for all teams except the company team.
  • Default 1 on 1 Template: Enter the full name of the meeting template to search and select the default for 1:1 meetings.
  • Default Team Template: Enter the full name of the meeting template to search and select the default for team meetings.

3.Add team members by clicking New field in the Team Member section under the team

4.Enter the following fields for each team member and save.

  • Team Members Name: Enter the team member’s name.
  • User: Search and select the salesforce user for the team member
  • Active: Click active, only active users will be considered
  • Manager: Select this for manager of the team