Configure Salesforce Meetings and Notes for Unified

February 26, 2026

This guide ensures Salesforce is properly configured so Unified can create crm_event.type === MEETING events  crm_event.type === NOTE  successfully.

1. Update Global Action (New Event)

Unified uses the Global 'New Event' action (top + button).

Steps

1. Go to Setup
2. Search for Global Actions
3. Click New Event
4. Click Edit Layout
5. Add the Type field to the layout
6. Save

2. Ensure 'Type' Field Supports MEETING

Steps

1. Go to Setup
2. Open Object Manager
3. Select Event
4. Go to Fields & Relationships
5. Click Type

Verify

• Confirm that MEETING exists as a picklist value
• If not, add MEETING
• Click Set Field-Level Security
• Ensure Visible is checked for all required profiles
• Save

Also click into the Type field and ensure it is enabled and visible everywhere it needs to be used.

3. Add Type to Event Page Layout

1. In Object Manager → Event
2. Click Page Layouts
3. Edit the active layout
4. Add the Type field to the layout
5. Save

4. Update Compact Layout

Unified may rely on compact layout visibility.

Steps

1. Go to Object Manager → Event
2. Click Compact Layouts
3. Duplicate System Default
4. Add Type
5. Save
6. Click Compact Layout Assignment
7. Assign your new layout as the Primary layout
8. Save

5. Enable Notes for crm_event.type === NOTE

Unified uses Salesforce Enhanced Notes when creating crm_event.type === NOTE.

Enable Enhanced Notes

1. Go to Setup
2. Search for Notes Settings
3. Enable Enhanced Notes
4. Save

Final Checklist

• Global Action 'New Event' includes Type
• MEETING exists in the Type picklist
• Field-level security for Type is set to Visible
• Type is added to the Event Page Layout
• Compact Layout updated and assigned
• Enhanced Notes is enabled for crm_event.type === NOTE

After completing these steps, Unified will be able to create meetings with crm_event.type: MEETING and notes with crm_event.type: NOTE successfully.