Meetings is a 100% native meeting management application that can help run productive meetings in Salesforce. Running effective meetings is essential for the success of teams and their managers. Meetings application in Salesforce allows you to conduct any type of meeting, including 1:1 meetings, team meetings, QBRs (Quarterly Business Reviews), coaching sessions, cross-functional meetings, and more.

Meetings is the only 100% native solution built in the Salesforce platform that is designed with end users in mind to be a simple and intuitive solution for managing meetings with Salesforce. Meetings application encourages collaboration, team work, accountability, engagement within your organization.

Meetings application provides the following features to make every meeting worth attending

• Collaborative Agenda Builder
• Action Items with Due Dates
• Comments for Discussion before, after and during meetings
• Meeting Notes
• Private Notes
• Meeting Feedback
• Custom Sections
• Questions and Multiple Options to receive User Responses before or after meetings
• Create Calendar Event in Gmail or Outlook
• Recurring meetings
• Carry forward open items in recurring meetings

The Collaborative Agenda Builder offers tools for your team to collaborate before, during, and after meetings. It allows you to add comments to each agenda or action item, ask questions, and include multiple option items. Collaborating on the agenda ensures a clear focus for your meetings and helps all attendees be prepared and informed. By using this collaboration feature in Salesforce, your team can save a significant amount of time, and all meeting details will be easily accessible within the Salesforce platform for convenient review whenever needed.

Meeting templates are valuable tools for establishing consistent meeting formats throughout your organization and teams. You can create templates for various types of meetings, such as employee onboarding, quarterly performance reviews, weekly sales coaching sessions, and sales executive QBR meetings. By using these templates, you not only ensure standardized meetings but also save time with pre-set agendas and provide clear guidelines for your teams on how to conduct the meetings effectively.

Meetings application is incredibly versatile, accommodating various meeting types, including 1:1, team, and cross-functional meetings. It allows users to add custom sections to meetings in addition to the standard talking points and action items available in all meetings. These custom sections can include

• General
• Action Items
• Questions
• Multiple Options

offering the ultimate flexibility to tailor any meeting within Salesforce using the Meetings application.

An essential feature in the Meetings application is the ability to schedule recurring meetings. You can set up meetings to recur weekly, monthly, or bi-weekly for your regular cadence with your manager or team. With recurring meetings, any open items from previous meetings are automatically carried forward to the next one. Moreover, the Meeting application can automatically complete meetings and create new meetings with the open items, ensuring you never lose track of any important items. Additionally, the application offers easy access to all previous meetings through the history option, providing complete transparency and visibility for your meeting records.

Getting feedback for your meetings is crucial to evaluate their effectiveness and whether the meeting achieved its objectives. Feedback is essential for improving future meetings and ensuring that attendees’ voices are heard. The Meeting application offers the capability to provide feedback for each meeting, and meeting organizers can even send emails to attendees to request their feedback on the meeting. This feedback loop helps in continuous improvement and fosters a more productive and engaging meeting environment.