how to allow other users to update calendars in salesforce

Create a generic account in Outlook/Exchange Share the Calendar in Outlook with everyone Allows users to update the calendar in Outlook and in Salesforce CRM and sync as needed. This method will expend a Salesforce CRM license, but it will allow sharing and syncing of the public calendar.

Full Answer

How do I connect a Salesforce calendar with an external calendar?

To connect a Salesforce calendar with an external one such as Microsoft Outlook, Matt uses the Salesforce app Lightning Sync or Einstein Activity Capture. Here’s some important information that Matt shares when he connects users’ calendars.

Does Yesware sync calendar invite with Salesforce?

“If the user does not manually select the Contact or Lead, Yesware will sync the meeting request with the account in Salesforce associated with the first email address listed in the “To:” field of the calendar invite.”

Can I modify or cancel appointments in Salesforce scheduler?

That means that users can only modify or cancel those appointments in Salesforce Scheduler. When you set the sync direction to bidirectional or Salesforce to external calendar, appointments that users create in Salesforce Scheduler appear as events on their external calendar.

Why add users to your Salesforce account?

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.

How do I give someone access to my calendar in Salesforce?

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 give someone access to edit my calendar?

Change permissions for a delegateClick the File tab.Click Account Settings, and then click Delegate Access.Click the name of the delegate for whom you want to change permissions, and then click Permissions. ... Change the permissions for any Outlook folder that the delegate has access to.More items...

How do I give someone calendar permissions?

WindowsClick Calendar Icon in lower left corner.In the left side bar Right Click the calendar you want to share, then click Properties.Click the Permissions tab.Click Add to add permissions for a new user, or click the name of the existing user in the list to change their current permissions.More items...

How do I share a custom 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.

Is it possible to grant calendar editing permissions to an external user?

Here may be a workaround for you: Create a temp account in your tenant, give your calendar edit permission to that account. Then tell the external user about that account's password. If there exist multiple users need to share calendar with external users, this workaround will not be suitable.

What is the main difference between delegating access to a calendar and just sharing a calendar?

When you share your calendar, you can give more customers access to your calendar, without giving full delegate access. Sharing your calendar also means that an individual will not be able to send emails on your behalf, but rather just calendar invites.

How do I create a shared calendar for multiple users?

Set up a new calendarOn your computer, open Google Calendar.On the left, next to "Other calendars," click Add other calendars. ... Add a name and description for your calendar.Click Create calendar.If you want to share your calendar, click on it in the left bar, then select Share with specific people.

Why can't I edit a shared calendar?

This is a known issue in Exchange Server. To work around this issue, change the permissions of users for the shared calendar from Author to Editor. Then, those users will be able to edit calendar items.

How do I give calendar permissions in Exchange Admin Center?

Use the Exchange admin center to change a sharing policy From the Microsoft 365 admin center dashboard, go to Admin > Exchange. Go to organization > sharing. In sharing rule, change the settings such as the domain you want to share information with and the sharing level for calendars. Click save to update the rule.

How do I share a custom calendar in Salesforce lightning?

From Calendar, click the gear next to “Other Calendars” and select “Add Calendars.” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.

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 a shared calendar in Salesforce lightning?

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...

Calendar Integration

It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. They are barbecuing lunch in their backyard. “It’s all about getting the timing right for that perfect steak,” he tells her. Customers routinely consult Ryan for investment opportunities at the bank.

Read External Calendars via Salesforce Calendar and Apex

To connect a Salesforce calendar with an external one such as Microsoft Outlook, Matt uses the Salesforce app Lightning Sync or Einstein Activity Capture. Here’s some important information that Matt shares when he connects users’ calendars.

Write to External Calendars via the Salesforce Calendar and Apex

Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar.

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.

The Complete Guide to Salesforce User Management

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.

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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.

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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.

Visualforce

Write up a page that allows deletion of a specified task. Works the same as above, but uses Visualforce instead of JavaScript.

Trigger

You can actually delete a record in a trigger using "after update". Just make a custom checkbox and have the trigger delete the record when checked. Users will only be able to delete tasks they can edit using this method.

How to change permissions for a delegate?

Change permissions for a delegate. Click the File tab. Click Account Settings, and then click Delegate Access. Click the name of the delegate for whom you want to change permissions, and then click Permissions.

What is a delegate in Microsoft Exchange?

Similar to having an assistant that helps you manage your incoming paper mail, another person, known as a delegate, can receive and respond to email messages and meeting requests and responses on your behalf. You can also grant the delegate additional permissions to read, create, or change items in your Microsoft Exchange Server mailbox.

What is send on behalf permission?

Messages sent with Send on Behalf permissions include both the delegate's and your names next to From. When a message is sent with Send As permissions, only the your name appears. Once you add someone as a delegate, they can add your Exchange mailbox to their Outlook profile. For instructions, see Manage another person's mail and calendar items.

Can a delegate read only your meeting requests?

A delegate automatically receives Send on Behalf permissions. By default, the delegate can read only your meeting requests and responses. The delegate isn’t granted permission to read other messages in your Inbox. Click the File tab. Click Account Settings, and then click Delegate Access .

Can a delegate read a folder?

You can grant a delegate permission to read items in your folders or to read, create, change, and delete items. By default, when you add a delegate, the delegate has full access to your Calendar and Tasks folders. The delegate can also respond to meeting requests on your behalf.

Can you search for a user's calendar?

Customers can easily search the user’s calendar and see specifically when they’ll be in the same location, city, or time zone as them. The user can configure their calendar so that’s all they see – nothing else. However, a favorite user feature is the ability for customers to arrange meetings directly from an email.

Does Ebsta sync with Outlook?

Ebsta’s Calendar Sync tool does everything its name promises. And that’s about it. Sure, it add s and syncs created events into both Salesforce and Outlook Calendar; but the process of bringing everything together isn’t exactly the most straightforward or intuitive way.

Learning Objectives

Calendar Integration

Read External Calendars Via Salesforce Calendar and Apex

Write to External Calendars Via The Salesforce Calendar and Apex

• Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar. 1. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings. 2. Enable Event Management. With Event Management enabled, service resources can see their scheduled appointments as events on thei...

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Resources