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How to Change the Default Engage Meeting Name in CRM?

  • Updated

Question:

How to change a scheduled Engage Meeting name?

Answer:

The Engage Meeting Name can be changed by the following:

  • Add theMeeting_Name_vodfield to the Remote_Meeting_vod page layout.
  • On the fly - Select the blue Information icon when scheduling a meeting. The user requires Field Level Security (FLS) Edit permission to the Meeting_Name_vod field on the Remote_Meeting_vod object:

engage_meeting_name.PNG

  • The default Meeting Name can be configured with the REMOTE_MEETING_NAME_DEFAULT Veeva Message.
  • On a per user basis - using the Remote_Meeting_Name_vod__c field on the user's User Detail record. If the User Detail value is populated, the Veeva Message is never used.

Related Documentation:

CRM Help Documentation: Engage Meeting Overview

CRM Help Documentation: Configuring Engage

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