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.
Table of Contents
How do I connect a Salesforce calendar with an external calendar?
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.
What are events in Salesforce scheduler?
Events created in Salesforce Scheduler appear on the Salesforce calendar and sync to external calendars. Events created or edited on an external calendar appear on and sync to the Salesforce calendar. They are considered when determining the availability of service resources in Salesforce Scheduler.
Can I modify or cancel appointments in Salesforce scheduler?
That means that users can only modify or cancel those appointments in Salesforce Scheduler. When you set the sync direction to bidirectional or Salesforce to external calendar, appointments that users create in Salesforce Scheduler appear as events on their external calendar.
How do I add a calendar to my iPhone?
Tap Calendars at the bottom of the screen. Tap Add Calendar. Type a name for the new calendar, then tap Done. You can choose to share a calendar with one or more people in iCloud. Those you invite receive an invitation to join the calendar. Tap Calendars at the bottom of the screen.
How do I link a calendar to Salesforce?
Any accounts connected from the integrations or Inbox mobile app are shown on the Email and Calendar Accounts page in your Salesforce personal settings.From your personal settings, enter Connected Accounts in the Quick Find box, and then select Email and Calendar Accounts. … Click New Account.More items…
How do I integrate Apple calendar?
On your iPhone, iPad, or iPod touch, go to Settings > [your name] > iCloud. Turn on Calendars. To view calendars stored in iCloud, open the Calendar app, then do one of the following: iPhone or iPod touch: Tap Calendars at the bottom of the screen, then select the calendars you want to view in the iCloud section.
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.
Does Salesforce have a calendar link?
Use Einstein Activity Capture app to connect Salesforce calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™.
Is iCal the same as Apple Calendar?
If you have an Apple device, you have an Apple Calendar. Previously known as iCal, it comes installed on all MacBooks, iPhones, iPads, and Apple Watches across multiple versions of macOS and iOS. It’s one of the most user-friendly calendars out there.
Does Apple Calendar have an API?
The Nylas API For Apple Calendar Provides Application Access for All Users.
Where is my calendar 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 does the calendar work in Salesforce?
Your calendar displays all events that you own in Salesforce on the My Events Calendar. Calendars that you create from a Salesforce object display data in date fields as calendar items. View, create, and edit your events in a day, week, or month view.
How do I create a calendar in Salesforce lightning?
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 view my calendar in Salesforce app?
Required Editions. The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It’s not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
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.
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.
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.
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 to add someone to iCloud calendar?
Tap next to the iCloud calendar you want to share. Tap Add Person, then enter a name or email address, or tap to browse your Contacts. Tap Add.
How to share a read only calendar?
Share a read-only calendar with anyone. Tap Calendars, then tap next to the iCloud calendar you want to share. Turn on Public Calendar, then tap Share Link to copy or send the URL for your calendar. Choose a method for sending the URL—Messages, Mail, and so on. Anyone you send the URL to can use it to subscribe to the calendar using …
How to set up Lightning for Gmail?
Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below –. Step 2: At the home page from upper right corner click on Setup icon as shown below –. Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.
Is Salesforce adoption encouraged?
Salesforce adoption is encouraged among team member and important content can be synchronized that is relevant to your business. Secondly, when Salesforce features are accessed within Gmail, you don’t have to switch among tab and it makes your team more productive than earlier.
Can you track emails in Salesforce?
Also, email tracking is possible that is highly relevant to the Salesforce records .
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