Table of Contents
What are the different types of calendars in Salesforce?
In Salesforce there are a few different types of calendars that you can use for various business purposes as needed. Salesforce Public Calendars are good to be used for managing or tracking group activities or events. For example, you can use a public calendar to schedule a common activity, like a weekly meeting.
Can users share the calendar they have created from Salesforce objects?
Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars. You cannot view the public and resource calendar that is created with Salesforce classic.
What are the benefits of Salesforce calendars?
Salesforce calendars provide different scheduling functionalities to make your employee’s lives even easier.
How to view all events in Salesforce calendar?
You can customize your calendar by choosing the data fields you want and the calendar displays them as Calendar items. Also, you can view, create, and edit in a day, week, or month view. Enabling you to view all your events in Salesforce, you can also create, view, and edit your events in a single view.
How do I view multiple calendars in Salesforce?
can I view multiple calendars simultaneously? – When viewing multi-user calendars you can: Select, edit, and create list views that determine which calendars display. To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view.
What are Salesforce calendars?
Calendar views display your events 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.
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.
How do I create a group calendar in Salesforce?
Create a public calendar or a resource calendar.Click New, name the calendar, select Active, and save the calendar.Click Sharing. Add the public groups, roles, or people you want to share the calendar with.In Calendar Access, specify the way you want to share the calendar. Hide Details.
Is calendar an object in Salesforce?
You can also consider creating calendar objects on opportunities to track milestones or track tasks with other objects. 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.
Where is 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.
How do I customize a calendar in Salesforce?
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. Let users create an event by clicking a time slot in the calendar.
How do I create a 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 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.
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 create a shared calendar event?
Set up a new calendarOn your computer, open Google Calendar.On the left, next to “Other calendars,” click Add other calendars. … Add a name and description for your calendar.Click Create calendar.If you want to share your calendar, click on it in the left bar, then select Share with specific people.
What is the main benefit of object calendars?
Sales reps can use object calendars to display milestones related to specific records, such as opportunities and tasks. For example, Lance has some important opportunities to close this month. He wants to make sure that he’s completing tasks for those opportunities on time and prioritizing his clients effectively.
Manage multiple Google Calendars syncing with Salesforce
In Calendar Sync set up, Ebsta will list all of your Google Calendars. You can choose for Events in each of your calendars to sync both ways or bi-directionally with Salesforce as per the example below.
Manage multiple Outlook Calendars syncing with Salesforce
In Calendar Sync set up, Ebsta will list all of your Google Calendars. You can choose for Events in each of your calendars to sync both ways or bi-directionally with Salesforce as per the example below.
How to create a calendar in Salesforce?
From the App Launcher, go to the Calendar tab. 2. Create a New Calendar by clicking on the gear icon placed on the bottom right side. 3. As per your requirement, select Salesforce Standard or Custom Object available in the select list. 4.
What is Salesforce Calendar View?
Track all meetings with your clients, customers, and employees and manage event reports with Salesforce Calendar View. Enabling you to prioritize your tasks according to your business requirements, Calendar View displays all your Salesforce Calendar events on the My Events Calendar.
Does Salesforce Lightning have business hours?
Salesforce Lightning doesn’t support business hours lookup. You can only view the custom records objects records that are owned by you. You can view only 150 calendar items in a day or week on a calendar created by you. You don’t have the ability to create custom calendar list views.
Can you view all events in Salesforce?
Enabling you to view all your events in Salesforce, you can also create, view, and edit your events in a single view. Further, you can edit, delete, and share your calendar and see your colleague’s calendar that has been added to your view.
Can you share a Salesforce calendar?
You cannot share the calendar that you have created from the Salesforce objects. Public calendars and resource calendars are not visible in the Lightning UI. You can share your My Events calendar with your manager or other colleagues, but not with personal and public groups.
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.
What is a public calendar in Salesforce?
Salesforce Public Calendars are good to be used for managing or tracking group activities or events. For example, you can use a public calendar to schedule a common activity, like a weekly meeting. You can also create Resource Calendars which can be used for a shared office resource, like a smartboard or specific meeting room. These different calendars are easy to create and can help your team stay on schedule or understand what resources may be available to be used when.
Can you use Salesforce calendars in Lightning?
For example, using the Salesforce project management tool Inspire Planner, you have the ability to create Projects and Project Tasks in Salesforce, while with Salesforce calendars in Lightning, you can create custom calendars based on Salesforce objects. This means that you can create calendars right from Projects and Project Tasks! You can have a specific calendar for a project containing whichever details about it that you want. Additionally, by using calendars to track your Project Tasks, you will have full visibility into what is due when helping you manage project deadlines and ensure employees are completing their tasks on time.
