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.
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For more information, visit CloudVandana.
Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.
Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.
