Slaesforce FAQ

how to have a global calendar for communities salesforce

by Willow Lynch Published 2 years ago Updated 2 years ago
image

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).

  1. Click the Setup gear icon.
  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.
  8. Select the Groups, Roles or Users who should have access to the shared Calendar.
Oct 15, 2018

Full Answer

How many social calendars can you create in Salesforce?

With Public calendar features, Salesforce empowers users to create an unlimited number of social calendars. Are you looking for the best Salesforce solutions to help boost more sales and increase productivity?

What are public calendars in Salesforce?

Using Salesforce Public Calendars, a group of people can track events of interest to all of them, such as sales events, weekly knowledge sharing sessions, or training classes, or schedule a common activity such as a team vacation calendar.

How to share a calendar with other people in Salesforce?

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.

What are the benefits of Salesforce calendars?

With integration options to existing calendars and specific calendars for different needs, Salesforce calendars help your employees spend less time planning and more time on essential activities like implementing and executing projects. 1.

image

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 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 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 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 add a calendar to lightning component?

Calendar view allows you to view all your events in Salesforce....View week numbers in a separate column. Download the fullCalendar library from https://fullcalendar.io/download. Upload the library as a static resource in your Salesforce Org. Reference the library in your lightning component.

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.

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 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.

What is Demo public calendar Salesforce?

Public calendars are used for managing group activities or shared resources. Using Salesforce Public Calendars, a group of people can track events of interest to all of them, such as sales events, weekly knowledge sharing sessions, or training classes, or schedule a common activity such as a team vacation calendar.

How do I create a shared Google calendar?

Share your calendarOn your computer, open Google Calendar. ... On the left, find the “My calendars” section. ... Hover over the calendar you want to share, and click More. ... Under “Share with specific people,” click Add people.Add a person's or Google group's email address. ... Click Send.More items...

What is the main benefit of object calendars?

Sales reps can use object calendars to display milestones related to specific records, such as opportunities and tasks. For example, Lance has some important opportunities to close this month. He wants to make sure that he's completing tasks for those opportunities on time and prioritizing his clients effectively.

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.

Introduction To Public Calendar In Salesforce

Public calendars are used for managing group activities or shared resources. Using Salesforce Public Calendars, a group of people can track events of interest to all of them, such as sales events, weekly knowledge sharing sessions, or training classes, or schedule a common activity such as a team vacation calendar.

Steps To Create A New Calendar In Salesforce :-

Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button.

Conclusion

Public Calendar is an effective tool used in Salesforce to manage group activities collaboratively. These activities may range from business-appropriate to a training session or campaign launch to informal team-building activities or planned group vacation.

What does Maria do with sales reps?

Once their calendars are customized and connected, Maria makes sure her sales reps have everything they need for scheduling on their event layouts. Reps benefit from seeing attendees, creating recurring events with event series, reminders, resources, and global actions.

Can a rep add a resource calendar?

Reps can add resource calendars, public calendars, user lists, and more to determine what they see on their calendars. Then they can adjust their view to drill down further. They can also use the availability view with user lists to find a time to schedule across team members.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9