Get Started with Meeting Concierge
Learning Objectives
After completing this unit, you'll be able to:
- Explain how Meeting Concierge uses Agentforce to support each stage of the meeting lifecycle.
- Identify the objects that support Meeting Concierge and describe the role of each.
- Describe the Meeting Concierge home page.
Modern Meeting Management
Meetings are critical for the success of professionals in client-facing roles, such as financial advisors. But each productive meeting is the result of tedious research and administrative work.
If you work in one of these client-facing roles, you often prepare for meetings using multiple systems and manually compile scattered information into a coherent understanding of a client. When client meetings are frequent, preparation work can be overwhelming and the quality of each meeting’s preparation becomes inconsistent.
Then, during each meeting, the challenge becomes divided attention. You juggle taking detailed notes while staying engaged with your client. Complex discussions, nuanced client concerns, and important decisions can get abbreviated or lost in the rush to capture the most important points.
Finally, after a meeting, you spend time turning raw notes into follow-up tasks, emails, and Salesforce record updates. In practice, the quality and timeliness of this administrative work often depends on your individual habits rather than a consistent process.
Meeting Concierge eases these pressures by embedding Agentforce AI into the entire meeting lifecycle from pre-meeting preparation, to in-meeting facilitation, to post-meeting follow-through.
In this badge, you learn the basics of Meeting Concierge.
Your Meeting Agent
Meeting Concierge is an Agentforce-powered Salesforce feature that transforms the full meeting lifecycle, accomplishing hours of manual work in minutes. Here's how.
- Before the meeting, you prepare with context assembled automatically from existing client financial and relationship data.
- During the meeting, you capture structured meeting notes while staying fully present in a client discussion.
- After the meeting, you follow through with AI-generated post-meeting summaries and complete next steps.
The feature shifts hours of scattered, manual work to a repeatable, AI-assisted workflow. If you’re a client-focused professional, you spend less time on administration and more time in conversations that move relationships forward and grow revenue.
Key Objects
This change is possible thanks to Agentforce and a set of underlying objects working together. There are two groups of objects to understand as you get started with Meeting Concierge: setup objects and run-time objects.
Setup objects define each repeatable meeting type. Here are the critical setup objects for Meeting Concierge, which admins configure in a low-code setup flow.
Object |
What It Does |
|---|---|
Meeting Playbook Definition |
Provides a reusable template for a meeting type, defining its stages, prompts, and actions. |
Meeting Playbook Definition Stage |
Defines each pre-meeting, in-session, and post-meeting stage and connects it to prompts, actions, and action plan templates. There’s one record per stage per meeting playbook definition. |
Meeting Playbook Definition Stage Capability |
Defines the associated AI prompt templates and actions to power content generation and actions at each stage. |
Meeting Playbook Definition Permission Set |
Connects a meeting playbook definition to the permission sets that can use it. |
Run-time objects store the work that your team does as they prepare for, conduct, and follow up on meetings. Your team uses these objects every time they work with Meeting Concierge.
Object |
What It Does |
|---|---|
Meeting Playbook |
Tracks each client or account meeting by using capabilities specified in a meeting playbook definition. |
Meeting Playbook Stage |
Stores information about each stage of a meeting, such as associated action plans. There’s one record per stage per meeting playbook. |
Meeting Playbook Stage Text |
Stores the AI-generated and user-edited content for each stage. |
Meeting Playbook Stage Capability |
Tracks which actions are running or have run. |
Meeting Playbook Stage Content Document |
Relates a playbook stage to an uploaded document and stores that document’s AI-generated summary. |
Now that you understand the objects you use in Meeting Concierge, explore the page where you find your meetings.
Meeting Concierge Home
The Meeting Concierge home page is where you start meeting workflows.
From Meeting Concierge home, you can:
- Find past and upcoming meetings.
- Open a meeting playbook to prepare, conduct, or follow up on a meeting.
From any individual meeting session, you work through the entire meeting lifecycle from a single meeting playbook record.
What’s Next?
In this unit, you explored the basics of Meeting Concierge, an Agentforce-powered tool to simplify the work required to prepare for, conduct, and follow up on meetings. You learned about the objects that Meeting Concierge relies on, and the home page where you find meetings.
Now, it’s time to explore how Meeting Concierge works in practice.
In the next unit, follow a financial advisor as they use Meeting Concierge for a client meeting, from preparation through follow-up.