What is it?
The auto-create event feature will make it easier for your reps to log activity by automatically creating a Salesforce event record for meetings on their calendars.
How does it work?
Once Google Calendar has been integrated, and the auto create event feature is enabled, Rattle will review every external meeting on a user's calendar to see if there is a corresponding event record in SFDC. If there is no matching event (using the event date/ time, attendees and description), depending on the meeting trigger(s) configured, an event record will be created.
Opportunity Trigger: Event will be created and related to the opportunity if at least one of the attendees on the meeting has a contact role associated with an opportunity.
Contact Trigger: Event will be created and related to the contact if the email on the contact record matches the email of one of the meeting attendees.
Lead Trigger: Event will be created and related to the lead if the email on the contact record matches the email of one of the meeting attendees.
In all cases, once a matching Opportunity, Contact or Lead record is found, an event will be created and related to an Account where the website matches the email domain of the attendees on the meeting.
If there are no matching records in Salesforce for the attendees on the meeting, an event will not be created.
Assigned To: When the record is created, by default the organizer of the event (if internal) will be the "Assigned To" party on the event record. If the organizer is not internal, the event will be assigned to the first internal attendee on the invite list will be
How to Set it Up?
Step 1: Create a Meeting workflow on the Contact/Opportunity object in Rattle. You can refer to this article for the detailed steps to do this.
Step 2: Under Settings click the "Yes" radio button next to "Auto create events?" as seen in the screenshot below. This will only enable the feature on your account (i.e. Only create contacts for the meetings on your calendar).
Step 3 (Optional): Click on the gear icon next to "Auto create events?" to add any required field values that should be populated upon creation of the event record by Rattle.
Step 4
Once you are ready to roll the auto create contact feature out to your team, click the "Save for Team" button and the feature will be enabled for all team members who have created their Rattle account and have the Google Calendar integration in place.
Other Information:
You can see the contacts created by clicking the hyperlinked value next to "Contacts Created" on the set up page. You can filter for contacts created for specific team members or during a specific date range.