Slaesforce FAQ

how to open event detail page in salesforce

by Prof. Markus Schumm DVM Published 2 years ago Updated 1 year ago
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To do that follow the below steps. In flow drag/Add action to the canvas. Then search for the lightning component created: DetailPageNavigation. Label: Navigate to detail page of record.

In the sidebar in Salesforce, in the Create New drop-down list, select Event. On the Open Activities related list, click New Event or New Meeting Request. Salesforce automatically relates the event or meeting request to the record. On the detail page of an event that you've invited one or more people to, click Clone.

Full Answer

How do I view events in Salesforce?

View the Today's Tasks and Today's Events components on the Home tab....Click the App Launcher menu.Search for Calendar.Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page).Click on the gear icon within the Events page.Click on New to create a custom Event list view.

How do I edit a calendar event in Salesforce?

From Setup, enter User Interface in the Quick Find box, then select Enable Home Page Hover Links for Events. Allow drag-and-drop calendar editing. Let users drag to reschedule events on the day or week view of their own calendars.

How do I access a calendar in Salesforce?

View Your CalendarChoosing the Calendar page from the navigation menu.Opening a related event on a record's activity timeline. (If your record doesn't display the activity timeline, ask your Salesforce admin to customize your page layout.)

Can you track events in Salesforce?

You can track, create, and update your own and others' meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts.

How do events work in Salesforce?

Event records have standard fields for tracking and recording event details. In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.

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 do I view 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 calendar in Salesforce lightning?

1:223:52Calendar 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.

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.

What is event monitoring log in Salesforce?

An event log file is generated when an event occurs in your organization and is available to view and download after 24 hours. The event types you can access and how long the files remain available depends on your Salesforce edition.

How do I enable tasks and events in Salesforce?

To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).

How do I query activity history in Salesforce?

Follow these steps to configure a Salesforce Query activity:Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.Step 2: Select Fields and Create Conditions. ... Step 3: Review the Data Schemas.

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