How do I create a shared calendar in Salesforce lightning?
- Click the Setup gear icon.
- Enter Public Calendars and Resources into the Quick Find box.
- Click Public Calendars and Resources.
- Click New to create a new Public Calendar.
- Enter a name for your new Calendar.
- Click Sharing.
- Click Add.
- Click New, name the calendar, select Active, and save the calendar.
- Click Sharing. Add the public groups, roles, or people you want to share the calendar with.
- In Calendar Access, specify the way you want to share the calendar. Hide Details.
How do I create a Salesforce calendar event?
Salesforce Scheduler creates a Salesforce calendar event for an appointment only when the appointment has a scheduled start time and an end time. To update the start or end time of an event, update the appointment in Salesforce Scheduler.
How do I write Salesforce scheduler appointments to the calendar?
Write to External Calendars via the Salesforce Calendar and Apex Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings.
How does event management work with Salesforce scheduler?
With Event Management enabled, service resources can see their scheduled appointments as events on their Salesforce calendar as well as see any changes that they make to the appointment in Salesforce Scheduler. Any change updates the corresponding event on the Salesforce calendar.
How to share a calendar with other people in Salesforce?
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. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.
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 enable calendar in Salesforce?
Enable Salesforce CalendarFrom Setup, in the Quick Find box, enter Visit Settings , and select Visit Calendar Settings .Enable Add Visits to Salesforce Calendar.
How do I add a calendar to my Salesforce homepage?
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 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 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.
Where is my calendar in Salesforce?
The Calendar section at the bottom of the Home tab. (If your Home tab doesn't display the Calendar section, ask your Salesforce admin to customize your home page layout.) The Calendar shortcut in the sidebar that opens your last used calendar view. (If your Salesforce admin has enabled the shortcut.)
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 pin a calendar in Salesforce?
Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".
How do I add a calendar to lightning component?
Calendar view allows you to view all your events in Salesforce....View week numbers in a separate column. Download the fullCalendar library from https://fullcalendar.io/download. Upload the library as a static resource in your Salesforce Org. Reference the library in your lightning component.
How do I create a shared Google calendar?
Share your calendarOn your computer, open Google Calendar. ... On the left, find the “My calendars” section. ... Hover over the calendar you want to share, and click More. ... Under “Share with specific people,” click Add people.Add a person's or Google group's email address. ... Click Send.More items...
Prerequisites
You will have a much easier time setting up your Google Calendar Salesforce Integration if you have gone through the following prerequisites:
Introduction to Google Calendar
Google Calendar is a free and powerful tool developed by Google for organizing your schedule and coordinating events with others. With Google Calendar, you can easily create and keep track of daily events, as well as receive notifications about upcoming events, so that you always know what’s coming up.
Introduction to Salesforce
Salesforce is one of the powerful and widely used Cloud-based CRM (Customer Relationship Management) software for online businesses. It aids in Customer Relationship Management by storing your customer data, contact information, and Marketing information. It also allows you to create Sales Forecast Reports to convert your Leads.
Steps to Set Up Google Calendar Salesforce Integration
Now that you have a fundamental understanding of both technologies, let’s try to understand the procedure to set up Google Calendar Salesforce Integration. There are several approaches for setting up Google Calendar Salesforce Integration. One of the most popular methods is to utilize the Salesforce Einstein Activity Capture.
Benefits of Setting Up Google Calendar Salesforce Integration
Google Calendar Salesforce Integration has numerous benefits. Some of the key benefits of setting up Google Calendar Salesforce Integration include:
Conclusion
In this article, you learned how to set up Google Calendar Salesforce Integration and sync data between the two platforms. It also gave an overview of Google Calendar and Salesforce with its key features. You also learned about the key benefits of setting up Google Calendar Salesforce Integration.
Syncing Salesforce With Your Outlook Calendar
As we’ve discussed in previous blogs, the two respective CRM and email giants make a dynamic partnership – when configured correctly.
Moving On From Legacy Software
One of the great things about using Salesforce and Outlook is the way in which pretty much every piece of sales information can be captured, linked, automated, and tracked – from a single point of reference: your favorite Microsoft email program.
Reasons To Sync Salesforce & Outlook Calendar
When it comes to sales efforts and calendar functionality, what exactly is it that teams and Salesforce admins need to be able to do? With Salesforce For Outlook they had numerous options available.
Syncing Salesforce With Your Outlook Calendar: Options
While there are numerous platforms and tools offering Salesforce and Outlook Calendar integrations, only a few that are really worth exploring.
Keep The Customer Experience Front Of Mind
Simplicity is powerful when it comes to complex sales. Anything you can do to provide that for your prospects will put your company and offer in a favorable light.
Learning Objectives
Identify the calendar features that help your reps work more efficiently throughout the sales process.
Work Smarter in Calendar and Events
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.
Resources
Use these resources to learn more about setting up and customizing calendar and events for your sales reps.
Learning Objectives
Calendar Integration
- It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. They are barbecuing lunch in their backyard. “It’s all about getting the timing right for that perfect steak,” he tells her. Customers routinely consult Ryan for investment opportunities at the bank. As he turns his wrist to check the time, he realize…
Read External Calendars Via Salesforce Calendar and Apex
- To connect a Salesforce calendar with an external one such as Microsoft Outlook, Matt uses the Salesforce app Lightning Sync or Einstein Activity Capture.Here’s some important information that Matt shares when he connects users’ calendars. 1. If you use Lightning Sync or Einstein Activity Capture, tell your users which calendar to use to edit events based on the sync direction you set…
Write to External Calendars Via The Salesforce Calendar and Apex
- Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar. 1. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings. 2. Enable Event Management. With Event Management enabled, service resources can see their scheduled appointments as events on thei...
Resources
- Salesforce Help:Write Lightning Scheduler Appointments to Salesforce Calendar
- Salesforce Help: Connect Your Salesforce Calendar with External Calendars
- Salesforce Help: Lightning Sync
- Salesforce Help: Einstein Activity Capture