Slaesforce FAQ

how to access a public resource calendar in salesforce lightning

by Alexandria Kihn Published 2 years ago Updated 2 years ago
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1. Open Salesforce Lightning 2. Click on gear icon 3. Click on "Setup" 4. Enter "Public Calendar and Resources" in Quick Find box

View and edit your existing public calendars and resource calendars. From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources. Create a public calendar or a resource calendar. Click New, name the calendar, select Active, and save the calendar.

Full Answer

How to do business hours lookup in Salesforce Lightning?

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.

What are Salesforce calendars in lightning experience?

In a nutshell, Salesforce Calendars in the Lightning Experience 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.

How to view all events in Salesforce calendar?

You can customize your calendar by choosing the data fields you want and the calendar displays them as Calendar items. Also, you can view, create, and edit in a day, week, or month view. Enabling you to view all your events in Salesforce, you can also create, view, and edit your events in a single view.

Can I Share My my events calendar with other users?

You can share your My Events calendar with your manager or other colleagues, but not with personal and public groups. In a nutshell, Salesforce Calendars in the Lightning Experience are a great way to keep track of all the events and activities which manage users in a loop.

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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 you add an event to a public calendar in Salesforce lightning?

Create an Event in a Public Calendar in Salesforce ClassicOn a calendar view, click [Change] to switch to a public calendar.Choose the time and date of the event: On the day view, click a time such as 9:00 AM to add an event. ... Enter the details of your event.Click Save.

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 find a public calendar?

Log in to your Google Calendar account, click the arrow next to "Other calendars" and choose "Browse Interesting Calendars" from the menu to view other public Google calendars.

How do I add a public 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.

How do I set a calendar public in Salesforce?

How Public Calendars are UsedNavigate to Setup.Go to the Quick Find Box.Type in Public Calendars and Resources.Select Public Calendars and Resources.A window will appear. ... Type in the calendar's name.Select Active, and then save the calendar.More items...•

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...

Is there a calendar function in Salesforce?

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.

How do I view someone else's calendar in another team?

Although you can't check the calendar of other team members in Microsoft Teams, your team can share their main Outlook calendar with the group. They can do that by using the sharing permissions of their Outlook calendars. All they need to do is open their calendars and hit the Share button.

How do I share a calendar outside my organization?

How to use Office 365 shared calendar outside your organizationRight click the calendar you want to share. ... Click "Permissions" ... Change "Public Calendar" permissions to "Availability only" and click save. ... Right click the calendar again, and select "Share Calendar" ... Add the email of the external person you want to share with.More items...•

How do I access a public Google Calendar?

Use an email address to subscribe to a calendar On your computer, open Google Calendar. Subscribe to calendar. If the calendar has been shared with you, you'll get an email. In the “Add calendar” box, enter the person's email address, or select one from the list.

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.

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.

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.

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