Associate activities with multiple related records
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Dec 4, 2023 |
Apr 5, 2024 |
Business value
Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute*. Previously, it wasn't possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional related parties, such as an email or meeting related to multiple cases or opportunities.
*Public preview will only support email.
Feature details
Users will be able to associate an activity record with additional related party records (parties). This means a user can perform actions like associating an email or meeting to additional related parties, such as an email or meeting related to additional cases or opportunities.
See also
Enable users to associate activities to multiple records (preview) (docs)