Multiple Contacts to be allowed on one activity, be it a task or event! Please! - Ideas - Salesforce Trailblazer Community
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Delivered in Winter 13
Delivered in Winter 13

Multiple Contacts to be allowed on one activity, be it a task or event! Please!

Sales Productivity

Our sales reps have meetings where they could literally speak to thirty contacts or have tasks where they could involve 30 contacts. We too, want to track that activity. We want our reps to get credit for all thirty of those talks but we all know our sales people, they don’t want to take 20 to thirty minutes to log the same activity 30 different times. Having the ability to clone activities, tasks and events, and change the contact would be a huge improvement. The best solution would be the ability to add contacts in the same fashion you can add contact roles to an opportunity. This would mean that when running a report for the rep for their activity on the account this activity would show 30 times, once for each contact. The history would also show on the contact record. I cannot tell you how much easier this would make our reps lives!

*** UPDATE 6/11/2012 ***

We are very excited to be able to say that the shared activities feature is now available for tasks.  As of Summer '12, you can add multiple contacts to a task using the shared activities feature (which you must enable in setup).  (Check it out in Summer '12 demo video here!)  We are currently working on implementing the feature for events and then we'll hit emails (Email to Salesforce and My Unresolved Items). I know you've all been waiting a long time  -  there is a lot of backend work that has to happen to make a data model change like this.  -Kayvaan Ghassemieh, Product Management

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  • Kayvaan Ghassemieh - 9 years ago

    Scott - keep in mind that EventAttendee object will be replaced with EventRelation object when the Shared Activities feature hits events.

    Note - the EventAttendee object will continue to be queryable (so your extracts should be OK), but it will be deprecated in favor of EventRelation object which will allow full CRUD on invitees.
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