Currently, users can't create or log Salesforce Event records (like meetings or calls) from Front. This forces them to leave Front and manually enter this information in Salesforce, which is inefficient and leads to incomplete activity tracking on key records like Opportunities, Accounts, and Contacts. Teams that rely on event logging to track sales activities or client meetings have a critical gap in their workflow.
Introduce the ability to create Salesforce Event records directly from the Front plugin. This would allow users to quickly log meetings and calls, ensuring that all interactions are captured in Salesforce without disrupting their workflow.
How it Should Work:
Create a New Event: Users should be able to click the "+" icon in the Salesforce plugin and select "New Event" from the dropdown menu. 2. Event Creation Form: Selecting "New Event" will open a form where users can input the event details.
Subject: The subject of the event (e.g., "Introductory Call").
Attendees: The system should automatically suggest attendees based on the email participants and allow users to search for and add other Salesforce Contacts/Leads.
Start/End Time: Fields to set the date and time for the event.
Description: A text field for meeting notes or an agenda, which could be pre-filled with the email body.
Link to Salesforce Records: Users must be able to associate the event with other relevant Salesforce records. * Related To: A lookup field to connect the event to a primary record like an Account, Opportunity, or Case.
Name: A lookup field to link the event to a specific Contact or Lead.
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