Shared Activities for multiple contacts
Key Takeaway
Shared Activities lets users relate one task or event to up to 50 contacts or 1 lead, so an org gets one activity record instead of duplicates. After you turn it on, you can't turn it off.
Shared Activities is an org setting that lets users relate one task or event to many contacts instead of just one. Meetings and tasks often involve several people, so Shared Activities makes a single activity appear on every related contact's record and in reports, instead of creating duplicates.
One activity record instead of duplicates
Without Shared Activities, an email sent to several contacts creates a separate closed task for each contact. You end up with duplicate records instead of one task for the email. Turning on Shared Activities is the fix when an org wants one activity record shared across contacts.
With Shared Activities on, each related contact shows the activity in its activity timeline, related lists and reports.
For example, imagine a task related to two contacts. The task appears under Open Activities or Activity History on both contact records.
When Shared Activities is on, an activity is also related to each contact's primary account, not just to the contacts themselves.