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.
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 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 to share a calendar in the Lightning Experience?
Share a Calendar in the Lightning experience. Sharing a calendar allows access to coworkers for tracking all the events and activities and edit them. Click on Calendar. Click on My Events option and then click on Share Calendar. Search for people with whom you want to share the calendar with. Select the level of access you want to provide.
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 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.
How do I use 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 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 add a calendar to Salesforce?
Salesforce “Add to Calendar” functionalityNavigate to the 'Dashboard' page on AddEvent.com.Click the white “+ Create” button, and select “Event”Enter your event time, date, and details into the event creation page, then click the blue “Create” button.More items...
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 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 shared calendar in Salesforce lightning?
To create a Shared Calendar that Lightning Users can viewNavigate to Setup.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.More items...
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...•
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.
What is the main benefit of object calendars Salesforce?
2What is the main benefit of object calendars? A. Reps can see calendars directly on the object record.
How do I enable events in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Enable Multiday Events. Allow recurring events or event series. In Salesforce Classic, from Setup, enter Activity Settings in the Quick Find box, then select Enable Creation of Recurring Events.
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.
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.
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.
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.
