An administrator at a medical device manufacturing company is setting up activity management for field service engineers who host compliance training sessions with hospital staff. The compliance team requires that a single logged Event record be related directly to the hospital's Account record while also appearing on the Activity timeline of up to 12 individual clinician Contact records. Which feature should the administrator configure to meet this requirement?
- Enable Shared Activities in Activity Settings to allow users to relate the Event to one Account and up to 50 individual Contacts.Answer
- BCreate a custom junction object between Event and Account to allow relating a single Event to multiple Account records simultaneously.
- CAssign the Event to a Public Group containing the clinician users to automatically generate individual event copies for each contact.
- DConfigure an automated record-triggered flow to create 12 distinct Event records linked to each clinician Contact.
Answer
Enable Shared Activities in Activity Settings to allow users to relate the Event to one Account and up to 50 individual Contacts.
Enabling Shared Activities (the setting 'Allow Users to Relate Multiple Contacts to Tasks and Events') permits users to relate a single event record to up to 50 contacts while simultaneously linking it to one Account record. This satisfies the requirement natively without record duplication or customization.
Step-by-Step Solution
Key Concept
Shared Activities (Relating multiple Contacts up to 50 to a single Task or Event)