The best way to do this is create another formula field called 'Month' which the value is MONTH (DateField) this will then give you the month value (i.e 1-12) you can then update your other formula to work utilising CASE. For Example: CASE (MonthField,1,Quarter1,2,Quarter1,3,Quarter1,4,Quarter 2.....etc etc)
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.
Can users share the calendar they have created from Salesforce objects?
Users cannot share the calendar that they have created from Salesforce objects. In lightning UI, you cannot view the public calendars and resource calendars. You cannot view the public and resource calendar that is created with Salesforce classic.
How to do business hours lookup in Salesforce Lightning?
Salesforce Lightning doesn’t support business hours lookup. You can only view the custom records objects records that are owned by you. You can view only 150 calendar items in a day or week on a calendar created by you. You don’t have the ability to create custom calendar list views.
How do I add a calendar?
To add the calendar, Click on the gear option placed on the bottom right side of the default calendar view. Display or hide the calendar by clicking on the calendar name. You can also change the color of your opportunities added on a particular date.
How do I change the calendar view in Salesforce?
Customize your view from the calendar side panel.To add calendars, click options .To display or hide a calendar, click the calendar name.To add an event, remove a calendar, or view only one calendar, click my event options .
How do I show 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 create a calendar field in Salesforce?
How to Create A Salesforce Object CalendarGo to the Calendar tab.In the right pane, select the cog next to 'My Calendars. 'Select an object, then name it, select the duration, and apply filters as needed.Select 'Save. '
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.
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.
Which views are available for a user's task calendar?
All single-user day and week views of a user's calendar display a list of the user's open tasks alongside the calendar....Single-User View and Views of Other CalendarsYour own calendar.The calendar of another user (not available in Personal Edition)A public calendar.A resource calendar.
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 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 CalendarAnything?
More than just a calendar, CalendarAnything is a visualization tool that increases overall visibility for opportunities, campaigns, tasks, events, and any standard or custom objects.
How do I view events in Salesforce?
Click on the gear icon within the Events page. Click on New to create a custom Event list view....In Lightning Experience:View the Activity Timeline on the associated records.Click the Calendar tab from the app menu.View the Today's Tasks and Today's Events components on the Home tab.
What is Salesforce Calendar View?
Track all meetings with your clients, customers, and employees and manage event reports with Salesforce Calendar View. Enabling you to prioritize your tasks according to your business requirements, Calendar View displays all your Salesforce Calendar events on the My Events Calendar.
How to create a calendar in Salesforce?
From the App Launcher, go to the Calendar tab. 2. Create a New Calendar by clicking on the gear icon placed on the bottom right side. 3. As per your requirement, select Salesforce Standard or Custom Object available in the select list. 4.
Does Salesforce Lightning have business hours?
Salesforce Lightning doesn’t support business hours lookup. You can only view the custom records objects records that are owned by you. You can view only 150 calendar items in a day or week on a calendar created by you. You don’t have the ability to create custom calendar list views.
Can you view all events in Salesforce?
Enabling you to view all your events in Salesforce, you can also create, view, and edit your events in a single view. Further, you can edit, delete, and share your calendar and see your colleague’s calendar that has been added to your view.
Can you share a Salesforce calendar?
You cannot share the calendar that you have created from the Salesforce objects. Public calendars and resource calendars are not visible in the Lightning UI. You can share your My Events calendar with your manager or other colleagues, but not with personal and public groups.
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 createddate field?
Some fields, such as CreatedDate, are Date/Time fields, meaning they not only store a date value, but also a time value (stored in GMT but displayed in the users’ time zone). Date, Date/Time, and Time fields are formatted in the user’s locale when viewed in reports and record detail pages.
What data type is used to track time?
Two data types are used for working with dates: Date and Date/Time. One data type, Time, is independent of the date for tracking time such as business hours. Most values that are used when working with dates are of the Date data type, which store the year, month, and day.
How to include time in a string?
If you want to include time as part of a string, wrap the Time value in the TEXT () function to convert it to text. For example, if you want to return the current time as text, use:
