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 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
How do I link a Salesforce calendar event to a service appointment?
(Optional) To link a Salesforce calendar event to the corresponding service appointment, add the Service Appointment field to the Event page layout. From Setup, open Object Manager. In the Quick Find box, enter Event, and then select Event. Click Page Layouts, and then select Event Layout.
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.
How do I add a user list to a calendar?
Now when the reps select the Add Calendars option in the Other Calendars section of the Calendar side panel, they’ll see user lists as an option in the Add Calendars dialog box. When users add a user list, all the users on that list display in their Other Calendars section.
How do I create a group 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 I create a 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.
How do I create a multi person event in Salesforce?
Instead of create only 1 event record as add contact/lead as invitee, invite user will create multiple event record based on number of invitee + sender....Here are fields you need to populate:EventId = Event Id.RelationId = User Id.IsParent = False.IsWhat = False.IsInvitee = True.Status = New.
How do I create a calendar access 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 you create a team calendar?
Add a Channel Calendar in TeamsOnce within a given Teams Channel, click the + Tab.Within the app search bar, type in Calendar and then choose Channel Calendar App.Give the tab a name and click Add.You will now have a Channel-specific calendar added as a tab to your channel, displaying only the events from that Channel.
How do I manage multiple calendars?
A: The most effective way to manage multiple calendars is to share them all with one master calendar to create a central location for viewing and management.
How do I add multiple contacts to an event in Salesforce?
Please follow these steps.Log into Salesforce.In lightening Go to setup page, In quick find box search for Activity Settings.Feature settings->Sales->Activity Settings.Check the box "Allow Users to Relate Multiple Contacts to Tasks and Events".
How do I create a recurring event in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit.
How do I enable shared activities in Salesforce?
How Do I Enable Shared Activities?Go to Salesforce.From Setup click Customize | Activities | Activity Settings.Activate the checkbox Allow Users to Relate Multiple Contacts to Tasks and Events.Click 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 set a calendar public in Salesforce?
How Public Calendars are UsedNavigate to Setup.Go to the Quick Find Box.Type in Public Calendars and Resources.Select Public Calendars and Resources.A window will appear. ... Type in the calendar's name.Select Active, and then save the calendar.More items...•
How do I share an object calendar 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 permissions are needed to view a record connected to an event?
In managing events and calendars, specific permissions are needed. To view a record connected with an event or events, the user must possess the “Read” permission. For accessing public and resource calendars, the user must have the Customize Application permission.
Can you create unlimited calendars?
In contrast to personal calendars, users are allowed to create an unlimited number of calendars. Using public calendars, you can book a resource or invite a person to a meeting via Event creation page.
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.
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.
