Slaesforce FAQ

how to expose a salesforce calendar online

by Ted Runolfsdottir Published 2 years ago Updated 2 years ago
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In order to see calendars that have been shared with you, you’ll need to add a shared calendar to complete the process. 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.

Full Answer

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 can Salesforce calendar sharing increase your productivity?

As you can see, Salesforce Calendar Sharing can greatly increase your productivity. At a glance, you can see the availability of your co-workers using Salesforce calendar sharing mapped over your own calendar availability as well. StarrData is a Salesforce Partner that helps companies deploy, optimize and support Salesforce.com.

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 is calendar view in Salesforce?

Enabling you to prioritize your tasks according to your business requirements, Calendar View displays all your Salesforce Calendar events on the My Events Calendar. While the Salesforce Classic includes a calendar to help remind you about appointments,

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How do I share a calendar 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 I export a calendar from Salesforce?

To export an event, follow these steps.On the detail page for an event, click Export Event.Save the file to your computer as an . ics file.Follow the instructions supplied by your other calendar application to import the event into that calendar.

How do I view someone's calendar in Salesforce?

View Coworkers' Calendars in Lightning ExperienceFrom the Calendar page, click calendar options next to Other Calendars.Select Add Calendars.Select People or User Lists.Search for and select the name of the coworker or user list you want to add to your calendar view.Click Add.

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.

Where is the Salesforce calendar?

Calendar Views in Salesforce Classic On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your calendar with coworkers and print calendars and task lists.

How do I sync my Google calendar with Salesforce calendar?

Below are the steps you can follow to set up Google Calendar Salesforce Integration:Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.Step 2: Assign User Permissions.Step 3: Connect your Google Account with Salesforce Einstein Activity Capture.

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 share a custom calendar in Salesforce lightning?

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 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...

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.

How do I assign an event to a public 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 add a calendar to 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 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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