how to set a calendar event in salesforce

In the Quick Find box, enter Event, and then select Event. Click Page Layouts, and then select Event Layout. On the palette, select Fields. Drag Service Appointment to the Calendar Details section on the page.

Full Answer

How to manage scheduled events in Salesforce?

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. Enable Event Management.

How to create a calendar in Salesforce?

3: A dialog box appears, choose the Salesforce standard or Custom object. 4: Now fill up the details which include the Calendar name, start, and duration of Calendar items. The select the field (s) that you want to display on your Calendar. Click the Save button to create a Calendar.

What are Salesforce calendars in Lightning?

Salesforce Calendars in lightning are a great way to keep track of all the events and activities which manage users in a loop. Sharing a calendar gives coworkers access to modify events or add new events, according to their requirements.

How to add service appointments to Salesforce calendar?

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.

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 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 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 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 you create 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 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 setup a recurring meeting in Salesforce?

0:352:05How to Enable Recurring Tasks in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipThe system administrator should be adjusting this setting. From setup enter activity settings in theMoreThe system administrator should be adjusting this setting. From setup enter activity settings in the quick find box then select activity settings select enable creation of reoccurring tasks click

What is a new event in Salesforce?

New Events in Salesforce. Like New Tasks, New Events are forward looking activities. And while Tasks represent “To Do's”, Events really represent scheduled meetings. They're very similar to an Outlook Calendar meeting.

Can you color code Salesforce calendar?

Can I color code by calendar instead of by a field? Yes, if there is no field mapped to "status", items will take their color from the calendar.

How to see shared calendars?

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.

Where is the Lightning app menu?

Once you’ve ensured your administrator has set the correct Organization-Wide Sharing Defaults for the Calendar, you’ll want to navigate to the Lightning Platform App Menu on the top left-hand side of the screen in Lightning Experience. From the App Launcher, type in (or select) Calendar, and you’ll be brought to the correct screen in the environment. This allows you to view your personal calendar from a Day, Week, Month, or Table perspective, and allows you to create, edit, and delete your own events.

Can you share your calendar in Salesforce?

With this problem in mind, Salesforce has developed tools in Lightning Experience that allow users to share their own calendar and view their colleague’s calendars so that internal event scheduling could not be easier. In the paragraphs below, we will describe how to grant your colleagues expanded access to your calendar as well as how to navigate through Lightning Experience to view calendar events for others.

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.

Can you catalog resources in Salesforce?

If your company relies on different tools for client demonstrations or other purposes, you can catalog those items as resources in Salesforce. This way you can keep track of items and allow people to check out resources, sort of like a library system. Lance has a home visit to survey the site and needs a truck equipped with all of the tools and equipment for the techs to complete their assessment. Here’s how Maria sets up resources so Lance and the other reps have everything they need to demonstrate products or assess a client’s needs effectively.

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.

Can Lance and Erin add a truck to an event?

Now Lance and Erin can automatically add a truck to the event for their onsite assessment so all the tech has to do is pick it up at the warehouse.

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.

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. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.

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.

When can we enable activities on required objects?

We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.

Does Lightning experience have classic applications?

Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.

Can you create a follow up task in real time?

In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.