Free Salesforce Training The Calendar tool is helpful when you have a busy schedule. The Calendar organizes your meetings, tasks, and important appointments. View the Calendar Click the Home tab and scroll down to the Calendar section. The Calendar section is usually located near the bottom of the page.
What can you do with 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 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.
What are Salesforce calendars in lightning experience?
In a nutshell, Salesforce Calendars in the Lightning Experience 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 many social calendars can you create in Salesforce?
With Public calendar features, Salesforce empowers users to create an unlimited number of social calendars. Are you looking for the best Salesforce solutions to help boost more sales and increase productivity?
How do I access a calendar in Salesforce?
View Your CalendarChoosing the Calendar page from the navigation menu.Opening a related event on a record's activity timeline. (If your record doesn't display the activity timeline, ask your Salesforce admin to customize your page layout.)
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 create a calendar task in Salesforce?
0:008:53Salesforce Calendar - how to show tasks & other records - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can see that I already created tasks for today and I would like these tasks to be shown on theMoreI can see that I already created tasks for today and I would like these tasks to be shown on the calendar as well it is very easy to edit next to the my calendars. I select new 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 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.
Where is my Salesforce calendar?
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 does Salesforce integrate with Google calendar?
Below are the steps you can follow to set up Google Calendar Salesforce Integration:Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.Step 2: Assign User Permissions.Step 3: Connect your Google Account with Salesforce Einstein Activity Capture.
How do I complete an event in Salesforce?
Events are used to track meetings with prospects, colleagues and customers. They are different from Tasks which are To-Do list in Salesforce....To close a Task from the Task recordClick the Task's Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.
How do I use tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
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 create a shared calendar in Salesforce?
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...
What is the main benefit of object calendars?
Object Calendars can be used to help facilitate communication. Calendars also help children transition from one activity to another. The team chooses a few activities that the child does on a daily basis. They then choose an object from each activity to represent that activity.
What is a public calendar in Salesforce?
A Public Calendar is a tool used in Salesforce to manage a team’s joint activities. These activities may range from corporate ones like a training session or campaign launch, to more informal ones such as team building activities or a planned group vacation. Salesforce allows users to create an unlimited number of public calendars.
What is public calendar?
It can be easily set up through the Public Calendars and Resources dialog box. You can add users to share a calendar with and specify how these users can see and manage the public calendar they are in.
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 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.
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.
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.