Here is how to add a Salesforce calendar to Salesforce1: 1) Create a visualforce page “My Calendar” Be sure to make the page available for salesforce mobile apps. The content of the page should be: 2) Add a VisualForce tab for the visualforce page called my calendar. Ensure the users can access the tab but make it hidden.
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How to create a calendar in Salesforce?
3: A dialog box appears, choose the Salesforce standard or Custom object. 4: Now fill up the details which include the Calendar name, start, and duration of Calendar items. The select the field (s) that you want to display on your Calendar. Click the Save button to create a Calendar.
How does Salesforce scheduler read external calendars?
When there’s a request or an attempt to book an appointment, Salesforce Scheduler checks the updated calendar data and displays available time slots. The other way to read external calendars is by implementing an Apex class that gets information from the external calendar as a synchronous call. Matt works with a developer to implement this.
What are the benefits of Salesforce calendar integration?
The other key benefit was the ability for users to sync their calendars with Salesforce itself: enabling them to add details of scheduled calls, follow up meetings, and their own availability – whilst being able to filter out any personal or non-work related information. Automation was another crucial feature.
How do service appointments get published to the Salesforce calendar?
When a service appointment gets created, updated, or deleted, it goes to the Salesforce calendar and also triggers a platform event, which then gets published to the external calendar via Apex triggers or CometD. In the next unit, Matt edits flows.
How do I enable calendar in Salesforce?
Enable Salesforce CalendarFrom Setup, in the Quick Find box, enter Visit Settings , and select Visit Calendar Settings .Enable Add Visits to Salesforce Calendar.
How do I add a calendar to my Salesforce homepage?
To add calendar to the Salesforce homepage or on the record page layout, navigate to Lightning App Builder: Click on the Gear > Edit Page. In the Lightning App Builder, in the left sidebar, find the CalendarAnything LWC component and drag it onto the page. Click the Save button.
How do I add a calendar to Salesforce?
“Add to Calendar” built for Salesforce how-toNavigate to the ‘Dashboard’ page on AddEvent.com.Click the white “+ Create” button, and select “Event”Enter your event time, date, and details into the event creation page, then click the blue “Create” button.More items…
How do I add a calendar to Salesforce Lightning home screen?
Similar to having the Calendar available in Classic on the Home Page. He, You should upgrade your application to Lightning application by this way: Setup ==> App manager ==> You choose Classic custom application and click UPGRADE.
Where is the calendar tab in Salesforce?
The Calendar section at the bottom of the Home tab. (If your Home tab doesn’t display the Calendar section, ask your Salesforce admin to customize your home page layout.) The Calendar shortcut in the sidebar that opens your last used calendar view. (If your Salesforce admin has enabled the shortcut.)
How do I pin a calendar in Salesforce?
Update from SalesforceIn the navigation menu, select “Home”.Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on “Home” at the top (the selected navigation item). … Click the tab menu (dropdown arrow) on the “Home” workspace tab.Select “Pin Tab”.
How do I add a calendar to lightning component?
Required EditionsStart creating a calendar.Choose an object to base the calendar on.Select fields that determine what the calendar displays (1, 2, 3). If you want, filter the calendar items by selecting a list view (4). The calendar displays items differently depending on the date fields you select. (Date) Fields.
Is there a calendar in Salesforce?
Give coworkers access to view or edit your calendar in Salesforce Classic and Lightning Experience. Calendar views display your events in Salesforce. Salesforce always displays an event’s date and time in the time zone you’ve chosen in My Settings.
Can you make a calendar in Salesforce?
Steps To Create A New Calendar In Salesforce :- 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.
Is there a standard calendar lightning component?
The Upcoming Events and Today’s Tasks are strictly current day components. For users, they want to make able to manage their business from a wholistic view, not just a granular daily view.
How do I customize a calendar in Salesforce?
Allow drag-and-drop calendar editing. Let users drag to reschedule events on the day or week view of their own calendars. From Setup, enter User Interface in the Quick Find box, then select Enable Drag-and-Drop Editing on Calendar Views. Let users create events by clicking in the calendar.
How do I create a calendar in LWC component?
Let’s Start.I’ll consider you know basics of LWC and Project Structure in Salesforce CLI.Open your Existing Project in VS Code.Create new LWC with name of opportunityVisualizer, Run following command. … Let’s search a JS Library for Calendar. … Now we’ll load these files in JS of Our LWC. … Modify the UI and Add our Logo.More items…•
Calendar Integration
It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. They are barbecuing lunch in their backyard. “It’s all about getting the timing right for that perfect steak,” he tells her. Customers routinely consult Ryan for investment opportunities at the bank.
Read External Calendars via Salesforce Calendar and Apex
To connect a Salesforce calendar with an external one such as Microsoft Outlook, Matt uses the Salesforce app Lightning Sync or Einstein Activity Capture. Here’s some important information that Matt shares when he connects users’ calendars.
Write to External Calendars via the Salesforce Calendar and Apex
Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar.
Syncing Salesforce With Your Outlook Calendar
As we’ve discussed in previous blogs, the two respective CRM and email giants make a dynamic partnership – when configured correctly.
Moving On From Legacy Software
One of the great things about using Salesforce and Outlook is the way in which pretty much every piece of sales information can be captured, linked, automated, and tracked – from a single point of reference: your favorite Microsoft email program.
Reasons To Sync Salesforce & Outlook Calendar
When it comes to sales efforts and calendar functionality, what exactly is it that teams and Salesforce admins need to be able to do? With Salesforce For Outlook they had numerous options available.
Syncing Salesforce With Your Outlook Calendar: Options
While there are numerous platforms and tools offering Salesforce and Outlook Calendar integrations, only a few that are really worth exploring.
Keep The Customer Experience Front Of Mind
Simplicity is powerful when it comes to complex sales. Anything you can do to provide that for your prospects will put your company and offer in a favorable light.
How many calendar items can you view in Salesforce?
There is a limit of 150 calendar items the user can view in a day or week on a calendar created by the user. It would be great to have the ability to create custom calendar list views. Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars.
How to share a calendar in Lightning?
The steps required to share the calendar are: Click on Calendar. Click on My Events option and then click on Share Calendar.
Can you see business hours in Salesforce?
The business hours lookup is not visible while in Salesforce Lightning. One can only view custom records objects records owned by oneself i.e. the user who creates a calendar view from an object can only see the calendar.
Can you create a custom calendar in Salesforce?
You can create customizable calendars from any standard or custom object in Salesforce. Basically, you need to choose the data fields that represent the data you want to track and the calendar displays the data in those fields as Calendar items. Salesforce Calendar also provides a hide-and-show Calendar feature.
Learning Objectives
Identify the calendar features that help your reps work more efficiently throughout the sales process.
Work Smarter in Calendar and Events
Outside of Salesforce, calendars and events are straightforward features. They might even be a bit boring if we’re being honest. But in Salesforce, calendars and events can do so much to help employees reach business goals. Plus, they can help your teams collaborate more effectively than any other standard calendar tool.
Resources
Use these resources to learn more about setting up and customizing calendar and events for your sales reps.
Learning Objectives
Calendar Integration
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It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. They are barbecuing lunch in their backyard. “It’s all about getting the timing right for that perfect steak,” he tells her. Customers routinely consult Ryan for investment opportunities at the bank. As he turns his wrist to check the time, he realize…
Read External Calendars Via Salesforce Calendar and Apex
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To connect a Salesforce calendar with an external one such as Microsoft Outlook, Matt uses the Salesforce app Lightning Sync or Einstein Activity Capture.Here’s some important information that Matt shares when he connects users’ calendars. 1. If you use Lightning Sync or Einstein Activity Capture, tell your users which calendar to use to edit events based on the sync direction you set…
Write to External Calendars Via The Salesforce Calendar and Apex
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Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar. 1. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings. 2. Enable Event Management. With Event Management enabled, service resources can see their scheduled appointments as events on thei…
See more on trailhead.salesforce.com
Resources
- Salesforce Help:Write Lightning Scheduler Appointments to Salesforce Calendar
- Salesforce Help: Connect Your Salesforce Calendar with External Calendars
- Salesforce Help: Lightning Sync
- Salesforce Help: Einstein Activity Capture