When an even or a meeting invite with attendee(s) is created in the Salesforce Calendar by one user that has included other users as attendees, this event will be saved on the creator calendar as well as on the calendar for all its attendees to help them track the meeting invite. This is an out of the box Salesforce feature.
Full Answer
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.
Can you share calendars in Salesforce?
You can share calendars in both Salesforce Classic and Salesforce Lightning and depending on your sharing settings, Users can even change their own settings to make their calendars as accessible to others as they’d like. Another perk of Salesforce calendars is that they can be used alongside functionality in project management tools.
How do I create a public calendar in workplace?
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.
What's new in Salesforce lightning experience?
There’s even a better feature that Salesforce gives its users. Organization members are now free to share their Calendars to colleagues, groups, and subordinates. This is done using the Public Calendar feature available both in Salesforce Classic and Lightning Experience.
Does Salesforce have a calendar?
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 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 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.
Where is the calendar tab 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 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.
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 view my calendar in Salesforce app?
Required Editions. The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It's not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.
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 sync my Outlook calendar with Salesforce?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I pin a calendar in Salesforce?
Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".
Which is an available calendar view in Outlook?
Click on the View Tab, then in the layout section on the ribbon, click on the To-Do Bar and choose Calendar. Your calendar and appointments will now be displayed on the right side of the Home Screen.
How do I delete a calendar in Salesforce?
Here are steps on how you can delete your Calendar Events within Salesforce....Delete Calendar Events Within Salesforce EssentialsClick on the Calendar Navigation Menu item.Find and click on the Event you wish to delete (you should also be able to hover over the Event and see a delete button pop up)More items...
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.
What permissions are needed to view a record connected to an event?
In managing events and calendars, specific permissions are needed. To view a record connected with an event or events, the user must possess the “Read” permission. For accessing public and resource calendars, the user must have the Customize Application permission.
Can you create unlimited calendars?
In contrast to personal calendars, users are allowed to create an unlimited number of calendars. Using public calendars, you can book a resource or invite a person to a meeting via Event creation page.
Background
Our customers frequently want to share their calendars with folks who aren’t users in their Salesforce organizations: it’s one of the most common problems we hear about. This was one of the primary reasons for adding sharing to DayBack Calendar, and creating shares in DayBack is a great way to share specific views and time frames.
Force.com Sites
Force.com sites allows us to create public facing web sites based on Visualforce pages, so seeing if we can use this feature to publish an ICS feed seems like a good approach. Sites does require the Enterprise edition, but the included usage limits there are generous, and there are some scaling options available.
iCalendar Export on the AppExchange
iCalendar Export is a free app available on the AppExchange by Salesforce Labs, it’s an Unmanaged Package, which means it’s code is open and can be modified. Out of the box, it just works on Events, but it could be modified to work with any object.
More background: ICS Feed vs. Export
The URL for an ICS feed and an ICS export is actually the same URL, both are of content type “text/calendar,” the only difference is how the URL is accessed. If you open it in the browser, then the browser immediately downloads the content an .ics file, importing it and creating a static calendar.
Creating Our Feed: Modifying iCalendar
There are two Apex Classes that come with iCalendar Export (plus a test class). The one we’re after is the iCalendar one. It’s the controller for the second Visualforce page that generates the “text/calendar” content.
The Visualforce Page
Now that we’ve got our class modified, we can create a super simple Visualforce page that uses it as the controller:
Site Set Up
Site set up is easy, and there’s no code involved. Navigate over to Sites in set-up and find an available domain name for your public site. Once you have your domain, you can create up to 25 subdomains. For this example, I used “calendar” as my sub-domain.
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.
What is a public calendar in Salesforce?
Salesforce Public Calendars are good to be used for managing or tracking group activities or events. For example, you can use a public calendar to schedule a common activity, like a weekly meeting. You can also create Resource Calendars which can be used for a shared office resource, like a smartboard or specific meeting room. These different calendars are easy to create and can help your team stay on schedule or understand what resources may be available to be used when.
Can you use Salesforce calendars in Lightning?
For example, using the Salesforce project management tool Inspire Planner, you have the ability to create Projects and Project Tasks in Salesforce, while with Salesforce calendars in Lightning, you can create custom calendars based on Salesforce objects. This means that you can create calendars right from Projects and Project Tasks! You can have a specific calendar for a project containing whichever details about it that you want. Additionally, by using calendars to track your Project Tasks, you will have full visibility into what is due when helping you manage project deadlines and ensure employees are completing their tasks on time.
