how to schedule event in salesforce

Use the Event Management setting to write appointments to Salesforce calendar. Service resources see their scheduled appointments as events on their Salesforce calendar. When you add the Service Appointment field to the Event page layout, the event details page shows a link to the corresponding service appointment in Salesforce Scheduler.

Full Answer

How do I edit a scheduled event in Salesforce calendar?

Don’t edit the event directly on Salesforce calendar. If you cancel an appointment or update it to remove the scheduled start and end time, the corresponding event is deleted from Salesforce calendar. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings.

What is an event in Salesforce?

An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email.

How do I use Salesforce scheduler in lightning experience?

Salesforce Scheduler is available for an extra cost in Lightning Experience. After you enable the Event Management setting, changes made to an appointment update the corresponding event on Salesforce calendar. Note To use this feature in an Experience Cloud site, you need the Customer Community Plus or Partner Community license.

How do I open a service appointment from a Salesforce event?

Service resources can use the link to open the service appointment directly from the event on their Salesforce calendar. The Assigned Resources related list on the service appointment page also shows a link back to the event on the Salesforce calendar.

How do I create a calendar event 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 assign an event in Salesforce?

Assign an existing activity to another UserClick Edit on the Task or Event.Enter an active User in the 'Assigned To' field.After saving, the User to which the activity is assigned will see the new activity on his or her calendar.

How do I create a recurring event in Salesforce?

Use recurring tasks to create tasks that repeat at a specified interval....Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile AppFrom Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Creation of Recurring Tasks.Click Submit.More items...

How do I use a calendar in Salesforce?

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. You can share your calendar with coworkers and print calendars and task lists.

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 assign an event to multiple users in Salesforce?

By default, an event is assigned to the user who creates it. To assign independent copies of a new event to multiple users, click [the lookup icon] next to Assigned To; in the window that opens, click the Multiple Users tab. The Assigned To field isn't available in Personal Edition.

How do I set a recurring reminder in Salesforce?

To set a Task to reoccur quarterlyClick New Task.Check the box 'Create Recurring Series of Tasks'Choose the frequency 'Monthly. 'Choose every 3 months. In Lightning Experience, set Repeat to Custom and choose 3 months. ... Choose the start and end date for the recurrence.Save.

How do I set a reminder in Salesforce lightning?

Activity Reminders and Notifications in Salesforce Lightning...From your personal settings, enter Reminders in the Quick Find box, then select Activity Reminders.Change the settings as desired.

How should a sales rep create an all day event in Salesforce?

Start Time and End Time fields change when 'All Day Event' box is selectedNavigate to the Event creation screen. ... Set the time values to something different, such as 5:00pm and 6:00pm respectively.Check the All Day Event box. ... Uncheck the All Day Event box. ... Check the All Day Event box again, and save the Event record.More items...

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.

Can I create a calendar in Salesforce?

Create a calendar from a standard or custom object: Choose a date field that represents data you want to track, and the calendar displays data in that field as calendar items. You can customize most calendars by applying a list view. We've included a few popular examples.

How do you call an event in lightning component?

To create a component event in salesforce, navigate File -> New -> Lightning Event in developerconsole. Name the event, enter the description and click submit to create lightning event. The attribute type is the one that will differentiate Component event from Application event. The events can be fired from controller.

Tasks and events in Salesforce

Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.

How to create new tasks and events in Salesforce?

Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.