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Salesforce: Meeting Notes App
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Knowledge Base
Salesforce: Meeting Notes App
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Setup
8 Articles
Understanding Meeting Recap
Logging In and Out of the Web Portal
Resetting a Forgotten Password
Completing the Set Up Wizard
Connecting to Exchange
Connecting to Salesforce
Inviting End Users from the CRM
Inviting End Users by Email
Configure
3 Articles
Reviewing Organization Options
Reviewing User Details
Managing Users
Recap
4 Articles
Working with Microsoft Exchange Meetings
Recapping a Meeting with the Mobile App
Reviewing Meeting Recap Summaries and Updates
Recapping a Meeting from the Side Panel
Resources
3 Articles
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