[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-245834-105":53,"doc-detail-245834-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","smart-meeting-minutes-user-guide","Smart Meeting Minutes - User Guide","","Smart Meeting Minutes provides a Salesforce-based workflow for capturing meeting notes and agreed tasks with clients. It explains how salespeople open the application from an event record, complete basic meeting details, take structured notes, and automatically create internal and external tasks. The guide supports both Lightning and Classic versions, including offline use and viewing meeting minutes pages, plus exporting and sharing PDF/Word documents and selecting prebuilt meeting templates prepared by managers.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/smart-meeting-minutes-user-guide/245834/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/smart-meeting-minutes-user-guide/245834.png","ImageObject",442,249,{"name":88,"@type":89},"Ethan Miller","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How do you open Smart Meeting Minutes in Salesforce Lightning?","Question",{"text":109,"@type":110},"Select an event record in your Salesforce organization, then click the “Meeting Minutes” button in the upper left corner to enter the edit layout.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What information should be filled in the Basic section?",{"text":114,"@type":110},"Provide subject, date, attendees, location, choose one or more templates, and set the memo version (Draft or Final) to indicate status.",{"name":116,"@type":107,"acceptedAnswer":117},"How are tasks created from meeting minutes?",{"text":118,"@type":110},"The app helps allocate tasks by supporting internal tasks for colleagues (Salesforce standard activity tasks) and external tasks for the other party such as prospects or partners.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},245834,1791455276,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":40,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},687207017582,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Smart Meeting Minutes  \nUSER GUIDE  \nATTENTION CRM CONSULTING KFT.  \n2  \nCONTENT  \nIntroduction ............................................................................................................................... 4  \nLightning version ....................................................................................................................... 4  \nOpen Application ................................................................................................................................ 4  \nBasic information................................................................................................................................ 5  \nTake notes .......................................................................................................................................... 6  \nCreate tasks and add internal comments............................................................................................ 7  \nSave and close .................................................................................................................................... 8  \nOffline use .......................................................................................................................................... 9  \nView page ........................................................................................................................................... 9  \nPDF AND WORD Documents ............................................................................................................. 10  \nView PDF and WORD Document ................................................................................................................... 11  \nSend Documents .......................................................................................................................................... 11  \nClassic version .......................................................................................................................... 12  \nOpen Application and choose template............................................................................................ 12  \nBasic information.............................................................................................................................. 13  \nTake notes ........................................................................................................................................ 13  \nCreate tasks and add internal comments.......................................................................................... 14  \nSave and close .................................................................................................................................. 15  \nOffline use ........................................................................................................................................ 15  \nView page ......................................................................................................................................... 15  \nPDF AND WORD Documents............................................................................................................. 16  \nView PDF and WORD Document ................................................................................................................... 16  \nSend Documents .......................................................................................................................................... 16  \nMeeting minutes templates ..................................................................................................... 17  \nAbout Attention CRM Consulting ............................................................................................. 18  \n3  \nINTRODUCTION  \nNotes and agreed tasks on client meetings are still often recorded in notebooks or in private documents. As a result, sharing the information and related tasks with clients and colleagues is time consuming or incomplete and often hard to","cbCaihnQLbYj0cg0","https://ap.wps.com/l/cbCaihnQLbYj0cg0","pdf",1701646,"English","# Introduction\n## Lightning version\n## Classic version\n## Meeting minutes templates\n## About Attention CRM Consulting","[{\"question\":\"How do you open Smart Meeting Minutes in Salesforce Lightning?\",\"answer\":\"Select an event record in your Salesforce organization, then click the “Meeting Minutes” button in the upper left corner to enter the edit layout.\"},{\"question\":\"What information should be filled in the Basic section?\",\"answer\":\"Provide subject, date, attendees, location, choose one or more templates, and set the memo version (Draft or Final) to indicate status.\"},{\"question\":\"How are tasks created from meeting minutes?\",\"answer\":\"The app helps allocate tasks by supporting internal tasks for colleagues (Salesforce standard activity tasks) and external tasks for the other party such as prospects or partners.\"}]","Smart Meeting Minutes - User Guide | PDF",1789231429,6]