Full Answer
How often does Salesforce release new software?
Each Salesforce release unfolds in a predictable cycle, starting about 3 months before it goes live in production. Upgrades happen automatically on specific dates that are published up to a year in advance on the Salesforce Trust website.
What are the benefits of Salesforce calendars?
Salesforce calendars provide different scheduling functionalities to make your employee’s lives even easier.
What are the different types of calendars in Salesforce?
In Salesforce there are a few different types of calendars that you can use for various business purposes as needed. Salesforce Public Calendars are good to be used for managing or tracking group activities or events. For example, you can use a public calendar to schedule a common activity, like a weekly meeting.
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.
What are Salesforce calendars?
Calendar views display your events 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.
Does Salesforce inbox sync calendar?
To sync your calendar with Salesforce, ask your Salesforce admin for help. Shared calendar events are supported for Gmail and Office 365 email accounts but not for Exchange email accounts. If you're not sure what type of email account you have, ask your IT department for help.
Which other calendars can you see on your calendar Salesforce?
The calendar view displays up to 150 events in one month in the following calendar types.Your own calendar.An object calendar.The calendar of another user (not available in Personal Edition)A list of user calendars.A public calendar.A resource calendar.
How do I customize a calendar in Salesforce?
Allow drag-and-drop calendar editing. 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.
How often does Salesforce sync with Outlook?
Salesforce for Outlook syncs your items based on your system activity. Events and tasks sync automatically every ten minutes; contacts sync automatically every hour. If, however, Salesforce for Outlook detects keyboard or mouse inactivity for 30 minutes, the sync frequency for events and tasks changes to 30 minutes.
Can I sync my Salesforce calendar with my Outlook calendar?
You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After an event is in Salesforce, you can assign it to related records, like contacts, accounts, opportunities, and so on.
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 use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
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.
Can you color code Salesforce calendar?
Can I color code by calendar instead of by a field? Yes, if there is no field mapped to "status", items will take their color from the calendar.
Is calendar an object in Salesforce?
You can also consider creating calendar objects on opportunities to track milestones or track tasks with other objects. 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.
What is a public calendar in Salesforce?
Salesforce Public Calendars are good to be used for managing or tracking group activities or events. For example, you can use a public calendar to schedule a common activity, like a weekly meeting. You can also create Resource Calendars which can be used for a shared office resource, like a smartboard or specific meeting room. These different calendars are easy to create and can help your team stay on schedule or understand what resources may be available to be used when.
Can you use Salesforce calendars in Lightning?
For example, using the Salesforce project management tool Inspire Planner, you have the ability to create Projects and Project Tasks in Salesforce, while with Salesforce calendars in Lightning, you can create custom calendars based on Salesforce objects. This means that you can create calendars right from Projects and Project Tasks! You can have a specific calendar for a project containing whichever details about it that you want. Additionally, by using calendars to track your Project Tasks, you will have full visibility into what is due when helping you manage project deadlines and ensure employees are completing their tasks on time.
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.
What is DayBack in org?
DayBack is easy for admins to configure using drop down lists of the fields they want to show up in the calendar. And it includes the hooks developers need to extend the calendar and embed it within an org’s workflows.
Does DayBack have admin?
DayBack’s mobile interface has all the capabilities of the desktop version: including the same admin capabilities so you can customize the display, add new sources, and change default settings from your phone .
Is it fun to have a time zone?
Time zones aren’t fun. They’re even less fun when Daylight Saving Time (DST) is involved. Just ask the students in Ohio U. who went rioting after losing an hour of drinking time to DST. One of those Ohio U. students may be your Director of Sales today, so it’s best you have your time zones sorted out.
Can you use datetime in GMT?
The answer is that you can’t. And in most cases, you don’t need to anyway. What you need from DateTime is to capture a moment in time, and every moment can be captured in GMT. Make sure that your DateTimes represent the correct moment in time, and you can always display it in any time zone.
Does DateTime always have GMT?
Almost everything discussed above becomes obvious if we follow just one principle: DateTime always has GMT as the model. You can construct a DateTime based on the local time zone (the time zone of the user) but it’s always saved as GMT. Another important fact to remember is that time zones are region-based and adjust automatically for DST. Just keep these basics in mind and you won’t go wrong working across time zones.
