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Salesforce Events
Meetings and calendar activity are some of the most revealing signals about how a team is spending its time. Client calls, internal planning sessions, focused work blocks: when this activity flows into WorkSights alongside deal and case activity, leaders get a complete picture of how time is being allocated, not just what’s being logged in Salesforce.
For connection steps and an overview of how Salesforce activity works, see Salesforce Integration Overview.
How Event Activity Appears
Events arrive within seconds of being created or updated in Salesforce via real-time CDC.
Event creation appears with the account, contact, and event subject in the breadcrumb when the event is linked to an account and contact:
- ABC Inc > David Brown > Q3 Planning Session > Event created
- ABC Inc > Laura Mitchell > Discovery Call > Event created
For solo calendar blocks with no linked account or contact, the subject appears directly:
- Deep Work Block > Event created
The activity detail includes the event subject, location, and description where available. Duration reflects the actual length of the event based on the start and end times set in Salesforce.
WorkSights categorises events based on who is attending:
- A solo block with no other attendees appears as Calendar Block
- A meeting where all attendees map to WorkSights users appears as Meeting Internal
- A meeting with any attendee outside the org appears as Meeting External
This mirrors how Google Calendar and Microsoft 365 events are categorized in WorkSights, giving a consistent view of meeting activity across all your connected tools.
What WorkSights Receives
Event creation and updates arrive within seconds. WorkSights captures the event subject, location, description, start and end times, linked account and contact, and attendee information used for category routing.
Events also run alongside the Delta sweep, which backfills 30 days of event history on first connection and provides a secondary path for events that may have been missed by the real-time stream.
Events have no Field History fallback. If the CDC slot for Events is unavailable due to slot limits, event activity will not appear on the timeline until a slot is freed. See Salesforce Integration Overview for guidance on managing CDC slot limits.
What Is Not Captured
Event deletion is not currently captured. Only creation and update events appear on the timeline.
Event changes triggered by automation or system processes are excluded.