How: In Setup, enter Public Calendars and Resources in the Quick Find box and then click Public Calendars and Resources. Under Public Calendars, select New. So, You can preview this feature in the sandbox by 4th January 2019. You can share with the role but not on Profile level.
Table of Contents
How to share a calendar with other people in Salesforce?
From Calendar, click the gear next to “ Other Calendars ” and select “ Add Calendars. ” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.
Why use public calendars in Salesforce?
Use public calendars to keep team members in the loop and everyone’s projects on track more easily. Everyone who shares a public calendar can view, schedule, and update events without switching to Salesforce Classic.
How many social calendars can you create in Salesforce?
With Public calendar features, Salesforce empowers users to create an unlimited number of social calendars. Are you looking for the best Salesforce solutions to help boost more sales and increase productivity?
How much time should you spend scheduling Salesforce meetings and events?
As a Salesforce user, you have most likely had to ask a co-worker what their calendar availability is on a given day. In simply trying to set up a meeting or an event with multiple co-workers, you can spend half of a day just coordinating the date and time.
How do I create a shared calendar in Salesforce?
To create a Shared Calendar that Lightning Users can viewNavigate to Setup.Enter Public Calendars and Resources into the Quick Find box.Click Public Calendars and Resources.Click New to create a new Public Calendar.Enter a name for your new Calendar. … Click Sharing.Click Add.More items…
How do I share a calendar item in Salesforce?
Setup -> Public Calendars and Resources -> New. Complete the information requested and make sure to check Active. Then you can update the sharing settings by identifying the roles, users, or groups that have access to this calendar.
How do I share a calendar in Salesforce lightning?
Share Your Calendar in Lightning ExperienceFrom the Calendar tab, click calendar options next to your My Events calendar.Search and select the name of the coworker who you want to share your calendar with.Select the level of access that you want your coworker to have to your calendar.More items…
How do I set a calendar public in Salesforce?
How Public Calendars are UsedNavigate to Setup.Go to the Quick Find Box.Type in Public Calendars and Resources.Select Public Calendars and Resources.A window will appear. … Type in the calendar’s name.Select Active, and then save the calendar.More items…•
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar’s name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
How do I add a calendar to Salesforce?
From Calendar, click the gear next to “Other Calendars” and select “Add Calendars.” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.
How do I view someone else’s calendar in Salesforce?
View Coworkers’ Calendars in Lightning ExperienceFrom the Calendar page, click calendar options next to Other Calendars.Select Add Calendars.Select People or User Lists.Search for and select the name of the coworker or user list you want to add to your calendar view.Click Add.
How do I create a calendar event in Salesforce?
0:020:52How to Create a New Event inside Calendar in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipTime. Select this checkbox if it is an all-day. Event click on save event has been created thank youMoreTime. Select this checkbox if it is an all-day. Event click on save event has been created thank you for my guide org.
Can you make a calendar in Salesforce?
You can customize most calendars by applying a list view. We’ve included a few popular examples. You can hide or show calendars, and you can edit and delete them. Some considerations apply to creating calendars.
What is public calendar Salesforce?
A public calendar contains a schedule of events that is available to a group of users, such as a sales events calendar for a sales department. If your Salesforce admin has set up a public calendar and you’re assigned to that group, you can view the calendar.
What does Maria do with sales reps?
Once their calendars are customized and connected, Maria makes sure her sales reps have everything they need for scheduling on their event layouts. Reps benefit from seeing attendees, creating recurring events with event series, reminders, resources, and global actions.
Can a rep add a resource calendar?
Reps can add resource calendars, public calendars, user lists, and more to determine what they see on their calendars. Then they can adjust their view to drill down further. They can also use the availability view with user lists to find a time to schedule across team members.
What happens when you add a Salesforce user as an attendee?
When a Salesforce User is added as an Event’s Attendee, a new read-only copy of the original Event is created on their calendar automatically. This reflects in DayBack with an Event in each resource’s column.
Can resources be organized into groups?
Resources can also be organized into groups or folders to easily isolate a group’s schedule. However, it’s common for organizations to want the ability to associate an event with multiple people or resources. One way to accomplish this is to use the standard Event’s Attendee field.
Introduction To Public Calendar In Salesforce
Public calendars are used for managing group activities or shared resources. Using Salesforce Public Calendars, a group of people can track events of interest to all of them, such as sales events, weekly knowledge sharing sessions, or training classes, or schedule a common activity such as a team vacation calendar.
Steps To Create A New Calendar In Salesforce :-
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button.
Conclusion
Public Calendar is an effective tool used in Salesforce to manage group activities collaboratively. These activities may range from business-appropriate to a training session or campaign launch to informal team-building activities or planned group vacation.
