Slaesforce FAQ

how to view other user calendars salesforce

by Judd Keebler V Published 3 years ago Updated 2 years ago
image

In order to see calendars that have been shared with you, you’ll need to add a shared calendar to complete the process. 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.

View Coworkers' Calendars in Lightning Experience
  1. From the Calendar page, click calendar options next to Other Calendars.
  2. Select Add Calendars.
  3. Select People or User Lists.
  4. Search for and select the name of the coworker or user list you want to add to your calendar view.
  5. Click Add.

Full Answer

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.

How do I see calendars that have been shared with Me?

In order to see calendars that have been shared with you, you’ll need to add a shared calendar to complete the process. 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.

How do I view and edit my personal calendar?

From the App Launcher, type in (or select) Calendar, and you’ll be brought to the correct screen in the environment. This allows you to view your personal calendar from a Day, Week, Month, or Table perspective, and allows you to create, edit, and delete your own events.

image

Which other calendars can you see on your calendar Salesforce?

The calendar view displays up to 150 events in one month in the following calendar types.Your own calendar.An object calendar.The calendar of another user (not available in Personal Edition)A list of user calendars.A public calendar.A resource calendar.

How do I view 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 view multiple calendars in Salesforce?

can I view multiple calendars simultaneously? - When viewing multi-user calendars you can: Select, edit, and create list views that determine which calendars display. To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view.

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.

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.

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 use Salesforce calendar?

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 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 do you change calendar view?

0:092:29iPhone 11: How to Change Calendar View (Day / Week / Month / Year)YouTubeStart of suggested clipEnd of suggested clipShow you in the list format like this or you can tap on this icon tap tap here to change it intoMoreShow you in the list format like this or you can tap on this icon tap tap here to change it into your whole day with the hours like this. So you can switch it between the whole day calendar.

What is TasksBoard?

TasksBoard, the desktop app for Google tasks ➤ TasksBoard is a web app that lets you manage your Google Tasks on a full-screen Kanban Board. ➤ Collaborate with your team in real-time with the option to share the lists.

How do I change the calendar view on Anydo?

Open the Calendar drop-down menu by from the left side panel. Check on whichever calendars you want Any. do's Calendar View to include.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9