From Setup, enter Activity in the Quick Find box, then select Activity Settings. Select Add user lists to calendar views in Lightning Experience. Then click Submit. Now when the reps select the Add Calendars option in the Other Calendars section of the Calendar side panel, they’ll see user lists as an option in the Add Calendars dialog box.
Full Answer
How to create a calendar view in Salesforce Lightning services experience?
Salesforce Calendar views in Salesforce Lightning Services Experience can be created from any Salesforce standard or custom object. You can customize your calendar by choosing the data fields you want and the calendar displays them as Calendar items.
How do I edit an activity in Salesforce lightning experience?
From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
How do I create an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out.
How do I view tasks and events in Salesforce classic?
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. 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: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
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 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 view my calendar in Salesforce app?
Required Editions. The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It's not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.
How do you display calendar in Lightning component?
Required EditionsStart creating a calendar.Choose an object to base the calendar on.Select fields that determine what the calendar displays (1, 2, 3). If you want, filter the calendar items by selecting a list view (4). The calendar displays items differently depending on the date fields you select. (Date) Fields.
Where do we find events and tasks in lightning experience?
Click the Tasks tab, or click View All from the Today's Tasks list on the Lightning Experience Home page.
Where is the Activity tab in Salesforce lightning?
Under Display & Layout, click Record Page Settings. Select Activity Timeline as your Default Activities 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.
How do I edit a calendar 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.
Which other calendars can you see on your calendar in Salesforce?
Calendar Views in Salesforce Classic 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.
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.
How do I add a calendar to my homepage in Salesforce lightning?
To add calendar to the Salesforce homepage or on the record page layout, navigate to Lightning App Builder: Click on the Gear > Edit Page. In the Lightning App Builder, in the left sidebar, find the CalendarAnything LWC component and drag it onto the page. Click the Save button.
How do I display calendar in LWC?
Let's Start.I'll consider you know basics of LWC and Project Structure in Salesforce CLI.Open your Existing Project in VS Code.Create new LWC with name of opportunityVisualizer, Run following command. ... Let's search a JS Library for Calendar. ... Now we'll load these files in JS of Our LWC. ... Modify the UI and Add our Logo.More items...•
What is the first thing you notice on your calendar?
The first thing you notice is the Calendar tab, making it easy to get to your schedule.
What is Lightning Experience?
Lightning Experience includes a new type of email template that you can create. With Lightning templates, you enjoy rich text support and easy file preview and sharing. Just send the email attachment as a link. And it’s easy to keep these templates up-to-date.
What is mass email in Salesforce?
You’ve used group emails—called Mass Email in Salesforce Classic—to reach many customers at once.
Why do we need shared calendars?
Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule.
What do you notice when you read an email?
One of the first things you’ll notice is that you can relate the email to another record, like the opportunity you’re working on.
Does Salesforce email fill in to address?
As you can see in this screenshot of the email composer, just like Salesforce Classic, when you send an email from a record, it fills in the To address for you. If a Person Account has an email address, it’s also filled in automatically—but only in Lightning Experience.
Can you add multiple calendars to Lightning Experience?
Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.
How many calendar items can you view in Salesforce?
There is a limit of 150 calendar items the user can view in a day or week on a calendar created by the user. It would be great to have the ability to create custom calendar list views. Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars.
How to share a calendar in Lightning?
The steps required to share the calendar are: Click on Calendar. Click on My Events option and then click on Share Calendar.
Can you see business hours in Salesforce?
The business hours lookup is not visible while in Salesforce Lightning. One can only view custom records objects records owned by oneself i.e. the user who creates a calendar view from an object can only see the calendar.
Can you create a custom calendar in Salesforce?
You can create customizable calendars from any standard or custom object in Salesforce. Basically, you need to choose the data fields that represent the data you want to track and the calendar displays the data in those fields as Calendar items. Salesforce Calendar also provides a hide-and-show Calendar feature.
