---
title: "Configure Salesforce Meetings and Notes for Unified"
img: https://s3.us-east-2.amazonaws.com/unified-article-images/configure_salesforce_meetings_and_notes_for_unified-icon.png
date: 2026-11-09T00:00:00.000Z
updated: "2026-11-09T03:59:28.756Z"
tag: Guides
integrations: salesforce
description: "This guide covers the Salesforce setup Unified needs to create `crm_event` records with `type, MEETING` and `type, NOTE`."
url: "https://docs.unified.to/guides/configure_salesforce_meetings_and_notes_for_unified"
---

# 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

![Screenshot_2026-02-26_at_2.54.51_PM.png](https://s3.us-east-2.amazonaws.com/unified-article-images/configure_salesforce_meetings_and_notes_for_unified-0.png)


---


## 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`.