Customize and Combine Calendar Views Reps can add resource calendars, public calendars, user lists, and more to determine what they see on their calendars. Then they can adjust their view to drill down further. They can also use the availability view with user lists to find a time to schedule across team members.
What can you do with 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.
Is it possible to create custom calendar list views?
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. 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.
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.
What is the difference between Salesforce classic and lightning experience calendar?
While the Salesforce Classic includes a calendar to help remind you about appointments, but the calendar in Lightning Experience takes it to the next level, to keep you working even more efficiently. Salesforce Calendar views in Salesforce Lightning Services Experience can be created from any Salesforce standard or custom object.
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.
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 view other people's calendars 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 add a custom calendar button in Salesforce?
Add button to layout Navigate to Setup -> Object Manager -> Event -> Page Layouts . “Edit” the Event Page Layout. From the Buttons category in the palette, drag "Handoff Meeting" into the Custom Buttons area on the page layout. Then save, and your button is configured.
Which views are available for a user's task calendar?
All single-user day and week views of a user's calendar display a list of the user's open tasks alongside the calendar....Single-User View and Views of Other CalendarsYour own calendar.The calendar of another user (not available in Personal Edition)A public calendar.A resource calendar.
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.
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.
Who can see my calendar in Salesforce?
You 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 share a custom calendar in Salesforce lightning?
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.
What is calendar object 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 add a calendar to lightning home screen?
To add calendar to the Salesforce homepage or on the record page layout, navigate to Lightning App Builder: Click on the Gear > Edit Page. In the Lightning App Builder, in the left sidebar, find the CalendarAnything LWC component and drag it onto the page. Click the Save button.
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.
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.
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.
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.