How often you are in a meeting and so many important topics are discussed that you forgot when you got out of that meeting? This is especially aggravating if you are meeting with a client or a partner and there was something that you needed to make sure you logged into Salesforce? A few of our customers explained this to us and asked us to implement a meeting module that makes it easy to take notes and later export them as Salesforce objects. This has proved to be a huge time saver for the customers who are using it and we wanted to share that with you. Note: This feature is part of Pulsar Premium version. So let us know if you are interested in exploring this feature and we can help you set it up.
1. Launch the Meeting Notes screen from Pulsar Home Page.
2. Create a new meeting by simply typing in the meeting title and agenda or you could simply click on create meeting and it would create an untitled meeting with today’s date and time which you can then change later.
3. Associate this meeting with a customer (It will let you choose a customer from Salesforce Accounts list view) and then start adding participants from Salesforce Contacts list view. If you chose to associate the meeting with an Account, the Contacts list view is filtered to let you only choose Contacts within that account.
4. You can start taking quick notes. Fill in the one line Title and Body and click Save. This is a way to very quickly capture the context. If you wanted to add more details to the note, you can always click on the saved note and edit it.
5. Once you save the quick meeting note, you can later export it as any of the set of salesforce objects you configured. For example in this case, we have setup the note to be exported as an Event, Task, Note, Opportunity.
6. Notice now how the Case window comes up with the Account Name already populated and also the meeting note title and body mapped to a couple of custom fields within the case. You can set it up to do this. Look for example settings at the end of this post. You can also export the whole meeting as one of these objects.
7. One last thing you could also do with the entire meeting is to click on the @ symbol and it will automatically compose an email with the contents you have created and copy everyone listed in the meeting as participants, so you can send a summary email to all of them.
The settings that made these actions possible are as follows:
Setting 1: Enable Meeting Notes feature by specifying it to be part of the top positions.
PulsarSetting Name: Pulsar Top Buttons
Setting 2: Specify the list of objects you want to export the meetings as. Newline or comma separated API names of the objects are specified in the Value field.
PulsarSetting Name: Meeting Notes Export Objects
Setting 3: Map the meeting title field to fields within other objects. By default it gets copied to a field either titled Title or Subject. ObjectAPIName:FieldAPIName is the convention for specifying the mapping. You can specify multiple new line separated pairs, so you can map the meeting title to different fields in different objects.
PulsarSetting Name: Map Meeting Title to Fields
Setting 4: Map the meeting body field to fields within other objects. By default it gets copied to a field titled Description. The convention to specify pairs is the same as above.
PulsarSetting Name: Map Meeting Description to Fields