Enable User List Calendars.
- From Setup, enter Users in the Quick Find box, then select Users.
- Select Create New View.
- Complete all required fields and make the list visible to the necessary users. Then, click Save . Note Add filters to remove default users such as ...
- From Setup, enter Activity in the Quick Find box, then select Activity Settings.
- Select Add user lists to calendar views in Lightning Experience. Then click Submit.
How to create a calendar in Salesforce?
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. F ill up the following details like Calendar Name, Field Name to display, Field for Start, Field for End, etc. and click on the Save button
What is calendar view in Salesforce?
Enabling you to prioritize your tasks according to your business requirements, Calendar View displays all your Salesforce Calendar events on the My Events Calendar. While the Salesforce Classic includes a calendar to help remind you about appointments,
What are the benefits of Salesforce calendars?
With integration options to existing calendars and specific calendars for different needs, Salesforce calendars help your employees spend less time planning and more time on essential activities like implementing and executing projects. 1.
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.
Where is my Salesforce calendar?
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 view my calendar in Salesforce app?
Required Editions. The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It's not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.
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 someone'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.
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 edit a calendar in Salesforce?
From Setup, enter User Interface in the Quick Find box, then select Enable Home Page Hover Links for Events. Allow drag-and-drop calendar editing. Let users drag to reschedule events on the day or week view of their own calendars.
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 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 add a calendar tab in Salesforce lightning?
Click the profile you want to view. Click the Edit button, then scroll down to the Tab Setting section where we can see the Calendar. We may then set the Calendar Tab to either 'Default On' or 'Tab Hidden' as value, then click on Save.
How do I view events in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T. Events: https://orgdomain.salesforce.com/00U.
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 share a calendar item in Salesforce?
Setup -> Public Calendars and Resources -> New. Complete the information requested and make sure to check Active. Then you can update the sharing settings by identifying the roles, users, or groups that have access to this calendar.
What is Salesforce calendar?
Salesforce Calendar offers a variety of scheduling features to make your employees’ lives easier than ever before. With integration options to existing calendars and specific calendars for different needs, Salesforce calendars help your employees spend less time planning and more time on essential activities like implementing and executing projects.
What is public calendar in Salesforce?
Public Calendar is an effective tool used in Salesforce to manage group activities collaboratively. These activities may range from business-appropriate to a training session or campaign launch to informal team-building activities or planned group vacation. With Public calendar features, Salesforce empowers users to create an unlimited number of social calendars.
What can sales agents use to view stages associated with specific records?
1. Help Sales Reps Customize Their Calendars :- Sales agents can utilize object calendars to view stages associated with specific records, such as opportunities and tasks.
Why do people use calendars?
There is no denying that everyone in today’s busy world uses calendars to maintain their hectic work schedules. There is a lot more for managing work arrangements, including client calls, project deadlines, and meetings, and making notes wouldn’t be good enough in the long run. Online calendars emerge out as an excellent tool for ensuring everyone is free when your appointments are scheduled, and everyone involved in the meeting gets all your event updates.
What is Show Details and Add Events?
Show Details and Add Events – It enables people to see details and add new events to the calendar.
Can multiple people use a resource calendar?
For example, multiple people can coordinate their usage of a shared resource such as a conference room, etc., with resource calendars. An organization can create an unlimited number of calendars.
Can sales reps customize fields?
Sales reps can customize which fields appear in (most of) these list views or use them as a starting point for customizing list views that focus on the data that matters most to them.
What is Salesforce calendar?
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 create a calendar in the lightning experience?
2. Create a New Calendar by clicking on the gear icon placed on the bottom right side.
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 create custom calendar views?
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 add color code to calendar?
6. You can also add color code to your calendars.
Can you customize 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.
How to make scheduling easier for your reps?
Another way to make scheduling easier for your reps is by turning on the auto-relate attendees feature. Lance and Erin often create events with clients and want to make sure their events show up in the Activity feed on the contact’s record page. The auto-relate attendees feature allows reps to add attendees to meetings and have the appropriate record automatically added to the Name field. Here’s how Maria activates this feature.
What does Howard do when he adds a user list?
So, after Howard adds the user list that includes Erin and Lance’s calendars, he can quickly schedule an evaluation for a client while they’re on the phone, keeping the sales process moving.
Can you combine user list calendars with availability views?
To make viewing schedules faster and easier, user list calendars can be combined with availability views . Let’s look at how this combination can help Lance and Erin. They share larger clients to disperse the workload. And, along with other members of their core sales team, they share responsibilities like onsite evaluations for current and potential clients. These evaluations require at least a half-day of availability to schedule since Lance and Erin are leaving the office and will be unavailable to other clients.
Is there a calendar in Salesforce?
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. Let’s take a look at the ways you can help your reps work smarter not harder in calendars and events.
Can Salesforce and Outlook sync?
If you haven’t already, review the benefits of syncing events between Salesforce and Microsoft Outlook or Google Calendar using Lightning Sync or Einstein Activity Capture. Attendees on Salesforce events only receive invitations if your org is set up to sync through one of these products.
Can you catalog resources in Salesforce?
If your company relies on different tools for client demonstrations or other purposes, you can catalog those items as resources in Salesforce. This way you can keep track of items and allow people to check out resources, sort of like a library system. Lance has a home visit to survey the site and needs a truck equipped with all of the tools and equipment for the techs to complete their assessment. Here’s how Maria sets up resources so Lance and the other reps have everything they need to demonstrate products or assess a client’s needs effectively.
Can Lance and Erin add a truck to an event?
Now Lance and Erin can automatically add a truck to the event for their onsite assessment so all the tech has to do is pick it up at the warehouse.
