From the Report Run page, click Subscribe. On the Report Subscription page, choose whether to be notified every time conditions are met or only the first time. Specify each condition in three parts: aggregate, operator, value.
What can you do with Salesforce calendar?
Salesforce Calendar offers a variety of scheduling features to make your employees’ lives easier than ever before.
Does Yesware sync calendar invite with Salesforce?
“If the user does not manually select the Contact or Lead, Yesware will sync the meeting request with the account in Salesforce associated with the first email address listed in the “To:” field of the calendar invite.”
How do I set up calendar sharing in Salesforce Lightning?
To begin the calendar sharing process in Salesforce Lightning, your instance administrator should ensure that the Salesforce Organization-Wide Sharing Defaults for the Calendar are set to the correct level of access for your organization. This administrator-defined OWD access sets the baseline level of visibility for your users.
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 access a calendar in Salesforce?
View Your CalendarChoosing the Calendar page from the navigation menu.Opening a related event on a record's activity timeline. (If your record doesn't display the activity timeline, ask your Salesforce admin to customize your page layout.)
How do I view someone'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.
Does Salesforce have a calendar app?
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 integrate Salesforce calendar with Google Calendar?
If your administrator has set up Lightning Sync for Google, your events sync automatically from Google Calendar to Salesforce. Events sync when you create or update them. If you've got many events, your first sync could take some time.
How do I add a calendar to 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 do I share a calendar in Salesforce lightning?
Share Your Calendar in Lightning ExperienceFrom the Calendar tab, click calendar options next to your My Events calendar.Search and select the name of the coworker who you want to share your calendar with.Select the level of access that you want your coworker to have to your calendar.More items...
What is public calendar Salesforce?
A public calendar contains a schedule of events that is available to a group of users, such as a sales events calendar for a sales department. If your Salesforce admin has set up a public calendar and you're assigned to that group, you can view the calendar.
How do I create a shared calendar in Salesforce?
To create a Shared Calendar that Lightning Users can viewNavigate to Setup.Enter Public Calendars and Resources into the Quick Find box.Click Public Calendars and Resources.Click New to create a new Public Calendar.Enter a name for your new Calendar. ... Click Sharing.Click Add.More items...
How do I sync my Outlook calendar with Salesforce?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I sync my Gmail calendar with Salesforce calendar?
To sync a Google Calendar event to Salesforce when you create the invite:Go to your Google calendar and create an event.Make sure you toggle ON the "Sync Calendar Event to Salesforce" so that the the event will sync.More items...•
How do I export a calendar from Salesforce?
To export an event, follow these steps.On the detail page for an event, click Export Event.Save the file to your computer as an . ics file.Follow the instructions supplied by your other calendar application to import the event into that calendar.
How does Salesforce integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.