Salesforce introduces Calendar view which is used to track all meetings with clients and customers and manage events report. It would help you prioritize your time as per the specific requirements of your business. You can view, create, and edit events in a day, week, or month view.
What is Salesforce calendar view and how to use it?
As a Salesforce user, you may have had a problem in knowing the availability of clients for a meeting, information about when the product would get released, or scheduling training classes. Salesforce introduces Calendar view which is used to track all meetings with clients and customers and manage events report.
How can I add events to my Salesforce calendar?
For example, if a user saw that a particular calendar entry or appointment included one of their prospects (whose information was already recorded in Salesforce) a simple click would add the event into Salesforce itself. In these ways and others a whole lot of time and effort was saved – and a lot less work was duplicated.
What are Salesforce calendars in Lightning?
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.
What are the benefits of Salesforce calendar integration?
The other key benefit was the ability for users to sync their calendars with Salesforce itself: enabling them to add details of scheduled calls, follow up meetings, and their own availability – whilst being able to filter out any personal or non-work related information. Automation was another crucial feature.
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.)
Is calendar an object 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.
How do I add calendar 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.
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 view calendar in Salesforce lightning?
1:153:52Calendar Functionality in Lightning Experience - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst you'll want to get into your calendar. Click the gear icon next to my calendars. And selectMoreFirst you'll want to get into your calendar. Click the gear icon next to my calendars. And select new calendar from here you want to choose the object to base the calendar on.
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.
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 add a calendar to my Salesforce homepage?
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 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...
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 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 add a calendar to Salesforce Classic?
You can add a shortcut to the Calendar tab to the sidebar for quick reference in Salesforce Classic....Enable sidebar 'Calendar' shortcut in ClassicNavigate to Setup.Enter Activity Settings into the 'Quick Find' search box and click Activity Settings.Select Enable Sidebar Calendar Shortcut.Click Submit.
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 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.
