Slaesforce FAQ

how to create a public calendar in salesforce lightning

by Prof. Jovan Denesik Published 2 years ago Updated 2 years ago
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How To Setup Public Calendar In Salesforce Lightning #Salesforce

  1. Open Salesforce Lightning
  2. Click on gear icon
  3. Click on "Setup"
  4. Enter "Public Calendar and Resources" in Quick Find box
  5. Click on "Public Calendars and Resources"
  6. Click on "New"
  7. Enter name for Calendar
  8. Check the box to make it "Active"
  9. Click on "Save"
  10. Click on "Sharing"
  11. Click on "Add"
  12. Click on "Save"

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

How to create a calendar view in Salesforce Lightning services experience?

Salesforce Calendar views in Salesforce Lightning Services Experience can be created from any Salesforce standard or custom object. You can customize your calendar by choosing the data fields you want and the calendar displays them as Calendar items.

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.

Can users share the calendar they have created from Salesforce objects?

Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars. You cannot view the public and resource calendar that is created with Salesforce classic.

Is it possible to view the public and resource calendars in Lightning?

In lightning UI, you cannot view the public calendars and resource calendars. You cannot view the public and resource calendar that is created with Salesforce classic.

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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 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 public calendar in Salesforce?

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.

How do you set a calendar to public?

Make your calendar publicOn your computer, open Google Calendar.At the top right, click Settings. Settings.On the left, under "Settings for my calendars," click the name of the calendar you want to share.Under "Access permissions for events," check the box next to "Make available to public."Click OK.

How do I create a calendar event in Salesforce?

0:020:52How to Create a New Event inside Calendar in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipTime. Select this checkbox if it is an all-day. Event click on save event has been created thank youMoreTime. Select this checkbox if it is an all-day. Event click on save event has been created thank you for my guide org.

How do I assign an event to a calendar in Salesforce?

Click Add Event. Enter a name for your event in the Name field. Enter a description for your event in the Description field....Add an Event to the CalendarClick From and select the date in the calendar.Click To and select the date in the calendar.To return the event to a single day, click Single-Day Event.

How do I create a shared calendar event?

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.

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 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.

Can you create a shared calendar without a mailbox?

A public folder calendar is a good solution for people looking for only a shared calendar without having to maintain an additional mailbox along with it.

How do you create a common calendar?

Create & share a group calendarOpen Google Calendar.On the left, next to Other calendars, click Add. Create new calendar.Add the name of the calendar (for example, Marketing Team Calendar), a description, and a time zone.Click Create calendar.

How do I create a calendar subscription?

0:0610:42How to create and share subscription calendars with AddEvent - YouTubeYouTubeStart of suggested clipEnd of suggested clipEvents awesome um there's a bunch of different settings that you can tweak on this page you can editMoreEvents awesome um there's a bunch of different settings that you can tweak on this page you can edit kind of what information you want to tell your users about the calendar.

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 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.

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.

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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