Demodesk logs all relevant information back to your CRM so you can track relevant data and run extensive reports. To enable data logging in your CRM, you need to integrate Demodesk with your Salesforce account.
Demodesk automatically logs every meeting as Event in CRM. See below for an overview of activity fields and labels that are reported.
List of event objects
Event owner (meeting host, e.g. Account Executive)
Field Label: Assigned To
Data Type: Lookup (User, Calendar)
Note: Event owner must connect his Salesforce Account w/ Demodesk
Contact/Lead (meeting invitee, e.g. Customer)
Field Label: Name
Data Type: Lookup (Contact, Lead)
Note: Demodesk uses the email address of the contact/lead to assign the event. If no email address is found – i.e. contact/lead not yet existing in Salesforce – Demodesk creates a new lead
Type (meeting template)
Field Label: Type
Data Type: Picklist (Instant meeting, meeting templates)
Note: Name of the meeting template is logged as Type. If an instant meeting was held, then "Instant Meeting" is logged; Field needs to be added to the event page to be visible
Participants (meeting participants and invitees)
Field Label: Description
Data Type: Long Text Area(32000)
Note: All invitees and participants are logged in the event description field and will be updated after the event
List of custom event objects
Booker (user who booked the meeting, e.g. SDR)
Field Label: Booked By
Data Type: Lookup (User)
Note: Field needs to be added to the event page to be visible
Meeting Status (track if an Event is Scheduled, Held, Canceled, NoShow)
Field Label: Meeting Status
Data Type: Picklist (Scheduled, Held, Canceled, No show)
Note: Events are automatically updated once Meeting Status has changed; Field needs to be added to the event page to be visible
1. Creating custom event objects
For creating the custom fields "Booked By" and "Meeting Status" go to
"Setup" > "Objects and Fields" > "Object Manager" > "Activity" > "Fields and Relationships" > "New"
Once set up as described in the list of custom objects above, custom fields can be added to the layout as predefined fields.
2. Adding event objects to the layout
For adding the necessary fields to your event layout, go to "Setup" > "Objects and Fields" > "Object Manager" > "Events" > "Page Layouts" > "Event Layout"drag and drop the the following fields to the layout.
Once set up, the event layout will display the added fields: