From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources. Create a public calendar. 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.
Full Answer
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.
Can I view the public and resource calendar in Salesforce Lightning?
You cannot view the public and resource calendar that is created with Salesforce classic. 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 can Salesforce calendar sharing increase your productivity?
As you can see, Salesforce Calendar Sharing can greatly increase your productivity. At a glance, you can see the availability of your co-workers using Salesforce calendar sharing mapped over your own calendar availability as well. StarrData is a Salesforce Partner that helps companies deploy, optimize and support Salesforce.com.
How much time should you spend scheduling Salesforce meetings and events?
As a Salesforce user, you have most likely had to ask a co-worker what their calendar availability is on a given day. In simply trying to set up a meeting or an event with multiple co-workers, you can spend half of a day just coordinating the date and time.
How do I use a calendar in Salesforce?
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 access a calendar in Salesforce?
Calendar Views in Salesforce Classic 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 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.
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.
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 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 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 create a public calendar in Salesforce?
Create a public calendar or a resource calendar.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 custom calendar in Salesforce?
Here's how you can create your own Salesforce Object Calendar:Go 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. '
How do I create a calendar in Salesforce lightning?
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.
Introduction To Public Calendar In Salesforce
Public calendars are used for managing group activities or shared resources. Using Salesforce Public Calendars, a group of people can track events of interest to all of them, such as sales events, weekly knowledge sharing sessions, or training classes, or schedule a common activity such as a team vacation calendar.
Steps To Create A New Calendar In Salesforce :-
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button.
Conclusion
Public Calendar is an effective tool used in Salesforce to manage group activities collaboratively. These activities may range from business-appropriate to a training session or campaign launch to informal team-building activities or planned group vacation.
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.
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.
