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.
While the Salesforce Classic includes a calendar to help remind you about appointments,
but the calendar in Lightning Experience takes it to the next level, to keep you working even more efficiently.
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. Also, you can view, create, and edit in a day, week, or month view.
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.
How to create a calendar in the lightning experience?
- 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. Fill up the following details like Calendar Name, Field Name to display, Field for Start, Field for End, etc. and click on the Save button
5. Share your Calendars with others or you can add a colleague’s shared calendar to your view.
6. You can also add color code to your calendars.
7. Also, get the complete story by overlapping the multiple calendars for a 360-degree view of your schedule.
8. And, easily add an event by clicking on the desired calendar time slot or click on the New Event button available at the top right corner.
Considerations:
Consider the following while creating, modifying, or either updating calendar items 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.
- 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.
Conclusion:
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.
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