Configure Salesforce Meetings and Notes for Unified

November 9, 2026

This guide covers the Salesforce setup Unified needs to create crm_event records with type: MEETING and type: NOTE.

• Meetings are created as standard Salesforce Event records. No extra Salesforce configuration is required.
• Notes are created as Salesforce Notes (ContentNote). Notes must be enabled in your org.

1. Meetings (crm_event.type === MEETING)

Events are a core Salesforce object, so meetings work without any layout, picklist, or Global Action changes.

The Salesforce user who authorizes the Unified connection needs the standard activity permissions:

• Access Activities
• Edit Events

Unified sets the Event's subject, description, and start and end times from the meeting object you send.

2. Enable Notes (crm_event.type === NOTE)

Unified uses Salesforce Notes (ContentNote) when creating crm_event.type === NOTE, and links each note to the related records (contacts, companies, deals, leads) through ContentDocumentLink.

Steps

1. Go to Setup
2. In Quick Find, search for Notes and open Notes Settings
3. Check Enable Notes
4. Save

Final checklist

• The connecting user has Access Activities and Edit Events
• Notes is enabled in Notes Settings

After completing these steps, Unified can create meetings with crm_event.type: MEETING and notes with crm_event.type: NOTE.