how to create calendar event in salesforce

Under My Calendars, click on the gear icon to create a new calendar. Select the Campaign object from the drop-down and click next. Give your calendar a name and select the start date (required) and the end date (optional).

Full Answer

How to manage scheduled events in Salesforce?

Don’t edit the event directly on Salesforce calendar. If you cancel an appointment or update it to remove the scheduled start and end time, the corresponding event is deleted from Salesforce calendar. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings. Enable Event Management.

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.

What can you do with 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.

How to add service appointments to Salesforce calendar?

Use the Event Management setting to write appointments to Salesforce calendar. Service resources see their scheduled appointments as events on their Salesforce calendar. When you add the Service Appointment field to the Event page layout, the event details page shows a link to the corresponding service appointment in Salesforce Scheduler.

How do I create a custom 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. '

How do I create a calendar event?

0:251:24Create and publish an events calendar for your ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect create new calendar add a name and description. And set permissions for who can access theMoreSelect create new calendar add a name and description. And set permissions for who can access the calendar. You can include all members of your organization.

How do I create an all day event in Salesforce?

Start Time and End Time fields change when 'All Day Event' box is selectedNavigate to the Event creation screen. ... Set the time values to something different, such as 5:00pm and 6:00pm respectively.Check the All Day Event box. ... Uncheck the All Day Event box. ... Check the All Day Event box again, and save the Event record.More items...

How do I create a calendar view in Salesforce?

Customize your view from the calendar side panel.To add calendars, click options .To display or hide a calendar, click the calendar name.To add an event, remove a calendar, or view only one calendar, click my event options .

How do I Create a group event in 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 you Create a calendar event for a team?

Microsoft Teams Calendar: The Basics Microsoft Teams makes it easy: To create or schedule a meeting, click the in-chat “Schedule a Meeting” option or head to the Meetings tab. Then, select your preferred meeting channel and choose who you'd like to invite.

How do I create a recurring event in Salesforce?

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 do you create a recurring task in Salesforce?

To set a Task to reoccur quarterlyClick New Task.Check the box 'Create Recurring Series of Tasks'Choose the frequency 'Monthly. 'Choose every 3 months. In Lightning Experience, set Repeat to Custom and choose 3 months. ... Choose the start and end date for the recurrence.Save.

Can you color code Salesforce calendar?

Can I color code by calendar instead of by a field? Yes, if there is no field mapped to "status", items will take their color from the calendar.

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 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.

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 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.

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 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 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.

What is an event in Salesforce?

An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.

How to create new tasks and events in Salesforce?

Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.

When can we enable activities on required objects?

We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.

Does Lightning experience have classic applications?

Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.

Can you create a follow up task in real time?

In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.