Slaesforce FAQ

how to create a calendar in salesforce lightning

by Tom Hammes Published 2 years ago Updated 2 years ago
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How to create a calendar in the lightning experience? 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.

To create a Shared Calendar that Lightning Users can view
  1. Navigate to Setup.
  2. Enter Public Calendars and Resources into the Quick Find box.
  3. Click Public Calendars and Resources.
  4. Click New to create a new Public Calendar.
  5. Enter a name for your new Calendar. ...
  6. Click Sharing.
  7. Click Add.

Full Answer

What are Salesforce calendars in Lightning?

Salesforce Calendars in lightning 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 Salesforce?

3: A dialog box appears, choose the Salesforce standard or Custom object. 4: Now fill up the details which include the Calendar name, start, and duration of Calendar items. The select the field (s) that you want to display on your Calendar. Click the Save button to create a Calendar.

How to share a calendar in the Lightning Experience?

Share a Calendar in the Lightning experience. Sharing a calendar allows access to coworkers for tracking all the events and activities and edit them. Click on Calendar. Click on My Events option and then click on Share Calendar. Search for people with whom you want to share the calendar with. Select the level of access you want to provide.

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.

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How do I create a calendar in 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. '

Can you make 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.

How do I add a calendar to Salesforce Lightning home screen?

Similar to having the Calendar available in Classic on the Home Page. He, You should upgrade your application to Lightning application by this way: Setup ==> App manager ==> You choose Classic custom application and click UPGRADE.

Where is the calendar in Salesforce lightning?

1:223:52Calendar 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 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...

Where is calendar in Salesforce?

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.

How do I create a calendar in LWC component?

Let's Start.I'll consider you know basics of LWC and Project Structure in Salesforce CLI.Open your Existing Project in VS Code.Create new LWC with name of opportunityVisualizer, Run following command. ... Let's search a JS Library for Calendar. ... Now we'll load these files in JS of Our LWC. ... Modify the UI and Add our Logo.More items...•

Is there a standard calendar lightning component?

The AnyCalendar lightning component by Salesforce Labs allows you to drop a calendar into Lightning Experience or Napili Template Communities. In the builder you can select a standard or custom object and customize the calendar display options. You can customize this as per your requirement.

How do I create a demo calendar in Salesforce?

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 create a recurring event in Salesforce lightning?

Use recurring tasks to create tasks that repeat at a specified interval....Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile AppFrom Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Creation of Recurring Tasks.Click Submit.More items...

How to share a calendar in Lightning?

The steps required to share the calendar are: Click on Calendar. Click on My Events option and then click on Share Calendar.

How many calendar items can you view in Salesforce?

There is a limit of 150 calendar items the user can view in a day or week on a calendar created by the user. It would be great to have the ability to create custom calendar list views. Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars.

Can you see business hours in Salesforce?

The business hours lookup is not visible while in Salesforce Lightning. One can only view custom records objects records owned by oneself i.e. the user who creates a calendar view from an object can only see the calendar.

Can you create a custom calendar in Salesforce?

You can create customizable calendars from any standard or custom object in Salesforce. Basically, you need to choose the data fields that represent the data you want to track and the calendar displays the data in those fields as Calendar items. Salesforce Calendar also provides a hide-and-show Calendar feature.

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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