HELP FILE

How do I update, cancel, or delete meetings in Salesforce?

The Salesforce user and GoToMeeting organizer who scheduled a meeting in Salesforce can edit meeting details or cancel the meeting. Any changes can be communicated to invitees by email through an updated .ics attachment.

Update a meeting

  1. Log in to your Salesforce account.
  2. In Salesforce, open one of the following pages in the upper toolbar.

    • Leads
    • Contacts
    • Opportunities

  3. Locate and click the scheduled event to open its details.
  4. Click Edit (this option is available under "Action" as well).
  5. Edit the meeting details including the subject, start and end times, description, meeting notes, and invitees.
  6. To copy/paste the text into an email, blog, etc., click Copy Invitation (or Select Invitation if running Safari). To add the meeting to your Microsoft Outlook calendar, click Add to Outlook and save the downloaded .ics file as an Outlook event.
  7. When all changes are made, click Save & Send Update.

Cancel a meeting

  1. Log in to your Salesforce account.
  2. In Salesforce, open one of the following pages in the upper toolbar.

    • Leads
    • Contacts
    • Opportunities

  3. Locate and click the scheduled event to open its details.
  4. Click Cancel Meeting and OK to confirm.
  5. The GoToMeeting session is cancelled and an email will be sent to all invitees with the .ics attachment to remove the event from their calendars.
  6. The meeting data is still available to view in Salesforce. To remove the meeting record from Salesforce, delete the meeting.

Delete a meeting

  1. Log in to your Salesforce account.
  2. In Salesforce, open one of the following pages in the upper toolbar.

    • Leads
    • Contacts
    • Opportunities

  3. Locate and click the scheduled event to open its details.
  4. Click Delete (this option can be found under "Action" as well).
  5. Any invitees are informed of the cancellation by email and the meeting record is removed from Salesforce.