1. Open Salesforce Lightning2. Click on gear icon3. Click on "Setup"4. Enter "Public Calendar and Resources" in Quick Find box5. Click on "Public Calendars a...
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.
Is it possible to view the public and resource calendars in Lightning?
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 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 do I view a public calendar in Salesforce?
View and edit your existing public calendars and resource calendars. From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources. Create a public calendar or a resource calendar. Click New, name the calendar, select Active, and save the calendar.
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 view someone else's calendar in Salesforce?
View Coworkers' Calendars in Lightning ExperienceFrom the Calendar page, click calendar options next to Other Calendars.Select Add Calendars.Select People or User Lists.Search for and select the name of the coworker or user list you want to add to your calendar view.Click Add.
How do I use a public calendar in Salesforce?
Create and Manage a Public Calendar or a Resource CalendarClick 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 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 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 add a calendar to 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.
How can you see recent items in lightning experience instant results?
In Lightning Experience, view your recently searched items by clicking in the search bar (2). Add the pages that you frequently use to your favorites. That way, you can click the star icon in your header to access them (3).
What are two options for creating and sending emails in lightning experience?
In Lightning Experience, you have several options for creating and sending emails. The Activity Composer on a record and the Global Actions menu are the options you'll probably use most.
How do I assign an event to a public calendar 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 assign an event to a calendar in Salesforce?
Click Add Event. Enter a name for your event in the Name field. Enter a description for your event in the Description field....Add an Event to the CalendarClick From and select the date in the calendar.Click To and select the date in the calendar.To return the event to a single day, click Single-Day Event.
How do I share a calendar item in Salesforce?
Setup -> Public Calendars and Resources -> New. Complete the information requested and make sure to check Active. Then you can update the sharing settings by identifying the roles, users, or groups that have access to this 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.
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.
