How do I see tasks in Salesforce calendar?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T.
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 enable tasks in Salesforce?
On the Open Activities related list, click New Task. *. On the Activity History related list, click Log a Call to add a task record with a status of Completed. Salesforce automatically relates the task to the record.
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 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.
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 task and event in Salesforce?
0:002:47How To Create A Task or Event in Salesforce Lightning ExperienceYouTubeStart of suggested clipEnd of suggested clipYou can create a new task for them right over there okay and you can create a new event.MoreYou can create a new task for them right over there okay and you can create a new event.
What is the difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
What is the best way to use tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
How do I add an event to a 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 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.
What does Howard do when he adds a user list?
So, after Howard adds the user list that includes Erin and Lance’s calendars, he can quickly schedule an evaluation for a client while they’re on the phone, keeping the sales process moving.
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.
Why did Maria create a custom list view?
To make things easier for her reps, Maria also created a custom list view for all of her reps to use.
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.
