Salesforce Calendar views to display your events in Salesforce. The 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. You can view, create, and edit your events in a day, week, or month view. You can also see any calendars shared by colleagues that you’ve added to your view.
You can access calendar views by:
- Choosing the Calendar page from the navigation menu.
- Opening a related event on a record’s activity timeline.
When you view a calendar in the availability, day, week, or month view and then leave the calendar page., you can see the calendar view that you used most recently without selecting a view from the dropdown when you return to the calendar. This helps you to start scheduling business even faster.
Let’s take an example.
Lisa, a busy sales rep, often uses the calendar’s monthly view to schedule client meetings. Now when Lisa switches Salesforce tabs after scheduling a meeting, the month view is there waiting for her, every time. She doesn’t have to choose the month view each time she returns to her calendar.
For more information, visit CloudVandana.
Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.