In Salesforce Classic Original Setup User Interface Click your name | Setup | App Setup | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
Full Answer
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 do I change the page layout in Salesforce?
Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize. Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize. Click the gear icon | Setup | Object Manager. Select Task or Event object. Click on Page Layouts.
Can I view the public and resource calendar in Salesforce Lightning?
You cannot view the public and resource calendar that is created with Salesforce classic. 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 do I add a calendar?
To add the calendar, Click on the gear option placed on the bottom right side of the default calendar view. Display or hide the calendar by clicking on the calendar name. You can also change the color of your opportunities added on a particular date.
How do I customize a calendar in Salesforce?
Allow drag-and-drop calendar editing. Let users drag to reschedule events on the day or week view of their own calendars. From Setup, enter User Interface in the Quick Find box, then select Enable Drag-and-Drop Editing on Calendar Views. Let users create events by clicking in the calendar.
How do I change the 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 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 edit an event in Salesforce?
You can edit an event in several ways:To reschedule an event, in a calendar view, drag the event to a different time slot. ... Click Edit next to the event in an activities list view, an Open Activities related list, or an Activity History related list.More items...
Does Salesforce have a calendar view?
Calendar Views in Salesforce Classic Calendar views display your own calendar and coworkers' calendars along with list views of open tasks. On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views.
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.
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.
How do I create a custom LWC calendar?
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...•
How do I add a calendar to lightning home screen?
To add calendar to the Salesforce homepage or on the record page layout, navigate to Lightning App Builder: Click on the Gear > Edit Page. In the Lightning App Builder, in the left sidebar, find the CalendarAnything LWC component and drag it onto the page. Click the Save button.
How do I change the event layout in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
How do I update a task layout in Salesforce?
Required Editions and User PermissionsFrom Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.Click Save.More items...
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
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.
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.
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.
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.
