Under My Calendar, right-click on your Calendar, then choose propertie s… 4. Select the tab Permissions. 5. Select the name of the person you want to stop sharing a calendar with, then click Remove.
Full Answer
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.
How to track calendar items in Salesforce calendar?
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.
Can I view the public and resource calendar in Salesforce Lightning?
You cannot view the public and resource calendar that is created with Salesforce classic. Salesforce Calendars in lightning are a great way to keep track of all the events and activities which manage users in a loop. Sharing a calendar gives coworkers access to modify events or add new events, according to their requirements.
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 unlink a calendar in Salesforce?
Here are steps on how you can delete your Calendar Events within Salesforce....Delete Calendar Events Within Salesforce EssentialsClick on the Calendar Navigation Menu item.Find and click on the Event you wish to delete (you should also be able to hover over the Event and see a delete button pop up)More items...
How do I turn off shared calendar?
Stop sharing your calendar publicly, with your organization, or with specific people. On your computer, open Google Calendar. Settings and sharing. To stop sharing publicly: Under “Access permissions,” turn off Make available to public.
Who can see my Salesforce calendar?
coworkersYou can grant coworkers, personal and public groups, roles, or roles and subordinates access to view or edit your calendar in Salesforce Classic.
How do I manage calendar sharing?
To share your calendar Select Home > Share Calendar. In the email that opens, type the name of the person in your organization that you want to share your calendar with in the To box. In Details, specify the level of details that you want to share with the person in your organization, and then select Send.
How do I make my calendar private?
If your calendar isn't shared with anyone, you might not see these settings.On your computer, open Google Calendar.Open the event you want to update.Click Default visibility and choose the privacy setting for the event.Click Save.
How can I tell who my calendar is shared with?
The Permissions tab on the Calendar Properties window displays a full list of people whom you have shared your calendar with, as well as their permission level. You can also access the Calendar Properties window by right-clicking the calendar you want to check.
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 share a public calendar in Salesforce?
Create and Manage a Public Calendar or a Resource CalendarClick 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.
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 stop sharing my Outlook calendar?
Now that I've shared a calendar, can I unshare it?Right-click the calendar you want to unshare. ... Select Permissions.To stop sharing your calendar with a person, find the person you want to change permissions for and either choose a new level of permissions or select the delete icon.More items...
How do I change calendar permissions in Exchange Admin Center?
Use the Exchange admin center to change a sharing policy From the Microsoft 365 admin center dashboard, go to Admin > Exchange. Go to organization > sharing. In sharing rule, change the settings such as the domain you want to share information with and the sharing level for calendars. Click save to update the rule.
How do I restrict a shared calendar in Outlook?
In Calendar, in the Navigation Pane, right-click the calendar folder for which you want to change permissions. , click Navigation Pane, right-click the calendar for which you want to change permissions, and then click Change Sharing Permissions.
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 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.
