MeetingsSettings Metadata Type in SFDX

Architectural Overview#

The MeetingsSettings metadata type represents the organization-level configuration for Salesforce Meetings. Designed to enrich the sales rep workflow directly within the CRM, Salesforce Meetings delivers the Meeting Digest—an interface on Event records that summarizes meeting participants, past interactions, open opportunity stages, and attendee engagement history prior to client calls.

In enterprise release management, managing MeetingsSettings in version control ensures parity across development sandboxes, staging environments, and production. Furthermore, enabling video conferencing synchronization (such as Zoom integration) links call recordings and meeting notes with Einstein Conversation Insights (ECI), facilitating automated coaching and pipeline intelligence.

Directory and File Conventions#

MeetingsSettings is managed under the generic Settings metadata type. In SFDX source format, settings are stored in individual XML files within the settings/ folder.

Key Metadata Fields#

The MeetingsSettings metadata schema in API version 68.0 defines the following boolean attributes:

Declarative XML and Package Manifest Examples#

The following example illustrates a standard Meetings.settings-meta.xml file configured for enterprise sales teams:

<?xml version="1.0" encoding="UTF-8"?>
<MeetingsSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableSalesforceMeetings>true</enableSalesforceMeetings>
    <enableSalesforceMeetingsSyncCheck>true</enableSalesforceMeetingsSyncCheck>
    <enableZoomVideoConference>false</enableZoomVideoConference>
</MeetingsSettings>

Package Manifest (package.xml)#

Include Meetings under the Settings type when working with manifest files:

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Meetings</members>
        <name>Settings</name>
    </types>
    <version>68.0</version>
</Package>

CLI Retrieval and Deployment Commands#

Retrieve and deploy MeetingsSettings using the Salesforce CLI (sf):

# Retrieve Meetings settings into your local repository
sf project retrieve start --metadata Settings:Meetings

# Deploy Meetings settings to a sandbox or production org
sf project deploy start --metadata Settings:Meetings

# Verify settings status via Tooling API
sf data query --use-tooling-api --query "SELECT Id, Metadata FROM MeetingsSettings"

Architect Best Practices and Gotchas#

• Prerequisite Activity Sync: Attempting to deploy enableSalesforceMeetings: true to an org without an active calendar/activity sync engine (such as Einstein Activity Capture or Lightning Sync) may trigger validation warnings or degrade user experience.
• Permission Set Assignments: Enabling the setting activates the underlying infrastructure, but end users still require the Salesforce Meetings user permission assigned via a PermissionSet.
• Event Layout Modifications: Ensure that your Event record FlexiPage and page layouts are updated to include the Meeting Digest standard component for relevant sales profiles.

Frequently asked questions

What core functionality does MeetingsSettings enable?

It enables Salesforce Meetings features, including the Meeting Digest prep panel, attendee insights, and integration with video conferencing platforms like Zoom.

What prerequisite is required to enable Salesforce Meetings?

Salesforce requires an active activity synchronization solution such as Einstein Activity Capture before enabling Salesforce Meetings.

How is MeetingsSettings tracked in package.xml?

It is defined under the Settings metadata type with member name Meetings in the package manifest.

Where is the MeetingsSettings file located in an SFDX repo?

The file is stored at force-app/main/default/settings/Meetings.settings-meta.xml.