In my settings select calendar & Reminders. Select Calendar Sharingin calendar & Reminders section. Now we area taken to new page there click on ADD button to add new salesforce calendar sharing. Select users, roles, roles and subordinates, public group, private group to which you want to add salesforce calendar sharing.
Full Answer
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.
Is it possible to create a public calendar in Salesforce?
Currently, the Salesforce Public Calendars that were referenced by SalesforceMeach above only show Events. The author specified Custom Object calendars, which currently can only be created as private calendars. Through the API and/or custom apex code you can push out a private calendar to any number of users using the CalendarView object.
How do I Share my Calendar with other users?
From the options displayed, choose “ Share Calendar ,” where you’ll have the opportunity to select the user you’d like to share your calendar with and stipulate the level of access you’d like to provide. These options are the same options previously mentioned.
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 share my Salesforce calendar?
From your personal settings, enter Calendar Sharing in the Quick Find box, then select Calendar Sharing. To share your calendar with others, click Add. Select the users, roles, or groups whose activities you want to display in your calendar. Specify how you want to share your calendar.
How do I share a link to my iCal event?
If your invitees don't have an iCal account, the event will go through as an email request. To mail the event link to the attendees that don't come up on iCal, simply right-click on the event and click “Mail Event.” The event will then come up in your email as a link attachment. iCal link sent!
Does Salesforce have a calendar link?
Use Einstein Activity Capture app to connect Salesforce calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™.
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...
How do I create an iCalendar link?
How to add and use the URL: iCalendar link optionIn your Outlook Calendar, create or open the appointment you want to share.Go to File > Save As.Select the iCalendar Format (. ... Save the file to your computer.Go to the Content step of an in progress Campaign.Click Insert Image or Attach File, add the .
How do I create a shared Apple calendar?
You can choose to share a calendar with one or more people in iCloud....Those you invite receive an invitation to join the calendar.Tap Calendars at the bottom of the screen.Tap. next to the iCloud calendar you want to share.Tap Add Person, then enter a name or email address, or tap. to browse your Contacts.Tap Add.
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 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 add a calendar to Salesforce?
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. 'Select an object, then name it, select the duration, and apply filters as needed.Select 'Save. '
How do I use 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 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.
Can you create a calendar in Salesforce?
You can customize most calendars by applying a list view. We've included a few popular examples. You can hide or show calendars, and you can edit and delete them. Some considerations apply to creating calendars.
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.
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.