How do i change the default calendar view in salesforce

What is Salesforce calendar view and how to use it?

As a Salesforce user, you may have had a problem in knowing the availability of clients for a meeting, information about when the product would get released, or scheduling training classes. Salesforce introduces Calendar view which is used to track all meetings with clients and customers and manage events report.

How to change the default list view in Salesforce?

There is the only one way to change the default list view in salesforce, here are the steps: 1. Log in to your salesforce account. 2. After login go to particular user whose default list view you want to change. 3. After going to that oject, click on any list view. 4. After clicking on any list view pin that list view with the help of pin icon. 5.

How do I change the default calendar information in outlook?

Click File > Info > Account Settings > Account Settings. In the Account Settings dialog box, click the Data Files tab. It shows you a list of all your accounts. Select the account in which you want your calendar information stored by default, and then click Set as Default. The changes are saved automatically. Click Close.

How do I create a calendar in Salesforce Lightning?

Enter the desired subject, select contacts from the dropdown, select account and write the description if you want, provide location information, select start and end date time, select the checkbox if it is an all-day event and click save. Share a Calendar in the Lightning experience.

How do I change the calendar view in Salesforce?

Customize your view from the calendar side panel.To add calendars, click options .To display or hide a calendar, click the calendar name.To add an event, remove a calendar, or view only one calendar, click my event options .

How do I change the default calendar view?

Change the default calendarClick File > Info > Account Settings > Account Settings.In the Account Settings dialog box, click the Data Files tab. It shows you a list of all your accounts.Select the account in which you want your calendar information stored by default, and then click Set as Default. … Click Close.

What is the default view of calendar?

The “Default View” is the view that you have selected for your Calendar in your Calendar’s “Customize & Share” settings. You can choose the default Calendar View that you want to show first every time that you click on that Calendar’s name.

Does Salesforce have a calendar view?

Calendar Views in Salesforce Classic Calendar views display your own calendar and coworkers’ calendars along with list views of open tasks. On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views.

Can I make Google Calendar default to Month view?

Step 1: Log in to your Google Calendar. Step 2: Click on the cog in the top right-hand corner and select Settings from the menu. Make sure you’re on the General tab of the Settings area. Step 3: Next to Default view, select Week, Month, Custom View, or Agenda.

How do I change the calendar to the To Do bar?

Turn the To-Do Bar on or offTo display the To-Do Bar, select View > To-Do Bar.Select Calendar, Tasks, or People. You can pick one type of item to display in the To-Do bar, two types of items, or all three.To turn the To-Do Bar off, select View > To-Do Bar > Off.

How do I change the default calendar view in Sharepoint?

In the Edit Web Part menu, find List Views and click Selected View to choose your view. Click OK. This will make your custom filtered calendar view to appear as default on the desired page.

How many calendar views are there?

General configuration options Hide / show views: Not every use case needs all nine views. To make things easy for your users, we recommend hiding calendar views that are not needed. You can always enable them in the future if needed. Default view: This is the calendar view initially shown when the calendar is accessed.

How do I change my calendar from monthly view to teams?

Switch between a day, work week, or full week view—the menu is located on the top right corner of the app below the New meeting button. In the top left corner you’ll find the month and year, select that to change your calendar view to any date, past or future.

How do I create a calendar view in Salesforce?

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.

How do I create a custom calendar in Salesforce?

Here’s how you can create your own Salesforce Object Calendar:Go to the Calendar tab.In the right pane, select the cog next to ‘My Calendars. ‘Select an object, then name it, select the duration, and apply filters as needed.Select ‘Save. ‘

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 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.

1. Pinned List Views

First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object.

2. Default List View as a Tab

Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.

3. Default List View on the Home Page

After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here .

Conclusion

With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!

How to change default view in Salesforce?

There is the only one way to change the default list view in salesforce, here are the steps: 1. Log in to your salesforce account. 2. After login go to particular user whose default list view you want to change. 3.

What is a list controller in Salesforce?

Standard list controllers allow you to create Visualforce pages that can display or act on a set of records. Examples of existing Salesforce pages that work with a set of records include list pages, related lists, and mass action pages. Standard list controllers can be used with the following objects: Account.

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.

How to move calendars to the other calendar?

In the Folder pane on the left side of the screen , select the check boxes next to the calendar names. The calendars appear in the Reading pane side by side. Drag and drop the item you want to move from one calendar to the other. The item now appears in both calendars and is set for the same time. You can delete the item from …

How to see more than one calendar in Outlook?

In the Calendar view, under My Calendars, click to select the check boxes for the calendars you want to see. If you can’t see the list of calendars, click the arrow next to My Calendars to expand the list.

How to see all calendars at once?

To see all calendars at once merged into a single calendar, right-click each calendar in the My Calendars list, and click Overlay. To always see a specific calendar at the top of the calendar view, right-click the calendar in the My Calendars list, and click Move Up until the calendar appears at the top of the list. Top of Page.