Hi all!
I have a question that seems basic but I'm having trouble finding a solution.
We have periodic events where multiple donors attend. We'd like to record these in such a way that:
- It will show up in the 'activity' section of their record AND
- We can see all who attended that event relatively easily
At first I thought the event object in calendar may work, but SF support confirmed that each event can only be related to one account.
What do other folks use for this? Up until now we just upload completed tasks (event type) in each record, but that doesn't satisfy the second bullet above unless we create unique reports. I was hoping for an object type that is something like event that multiple folks (ideally contacts) can be marked as attendees.
Thanks in advance!
I don't know how Salesforce Support missed this, but you CAN relate events (and tasks) to multiple contacts (and leads). In Setup > Activity Settings, enable "Allow Users to Relate Multiple Contacts to Tasks and Events". After this is enabled, you can add your attendees under the Name field on the event.
They were right about relating to just one other record - this is the "Related to" field and can point to just one record in just about any object (not just Account).
OH! And Activity Settings also allows you to roll up a contact's activities to their Account record page Activity Timeline (which is typically the household).
