[整理中] Salesforce Event integrated with Google meeting via extenstion 的奧妙

事實重點

  • Google Calendar sync meeting to Salesforce Event 時,發起人為 Event Organizer,每個參加者包含發起人都會產生一個 Owner 為己的 event record
  • Event Organizer 的 event 為 parent event,attendee 的 event 為 child event
    • To check if a record is a parent or a child, use one of these standard references:
      • IsChild field - this is an audit field and can't be added to the page layout, but can be queried
      • Attendee field - if the event Assignee and the Attendee field organizer are not the same, the event is a child  
  • Child event cannot be saved if changes are made to any event field
    • event owner也不行
    • system admin也不行
    • 只能從 parent event 去編輯,再流到 child event
  • 若 Google Meeting 的發起人沒有 Salesforce 帳號,則每個有 SF 帳號的參加者仍會產生一個 Owner 為己的 event record。且非 Child Event。意即可編輯。


Reference

  • https://discoursive.medium.com/allow-collaborators-to-update-parent-child-salesforce-event-records-2bb616c7edee
  • https://imgur.com/a/f30Py2t

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