How to Add Calendar to the Record Page in Salesforce Lightning

In this Salesforce tutorial, we will learn about adding a Calendar to the Record Pages in Salesforce Lightning. To add a calendar to the record first, we will install a free application from the Salesforce AppExchange, and then with the help of that we will add a calendar component to the Lightning Record Page.

Calendar in Lightning Record Pages

In Salesforce adding a Calander to a record page in Salesforce is integrating a calendar to display on the lightning Record Page. Adding a Calander to the record page allows us to manage events, tasks, or other date-related information associated with a record. This added calendar to the Record page allows us to access date-based data directly from the record’s page layout.

We can add a Calander to the record pages of Opportunities, Accounts, Contacts, and Custom objects.

While working as an admin for an organization that uses Salesforce as a customer relationship management tool for customer data tracking and management. There was a requirement to add a calendar to the record page of Opportunites so that the Sales team does not have any difficulties tracking date-related data for that specific record.

In this scenario, I first downloaded an app from AppExhange that created a calendar component in the app builder and then I added that Component to the Record page of Opportunites. In the below steps, I will explain to you the solution for adding a calendar to the Record Page in Salesforce Lightning.

Read How to Pass a Record ID into Salesforce Flow

Install the AnyCalndar App from the Salesforce AppExchange

To install the AnyCalndar App, go to the Salesforce AppExchange and follow the steps below.

Step-1: In the search bar of Salesforce AppExchange search Anything Calender and from the search results click on AnyCalender app as shown in the picture below.

Add Calendar to Record Page in Salesforce

Step-2: In this step, we will begin the installation process of the AnyCalendar app and for that, click on the button Get it Now.

Salesforce Add Calendar to record pages

Step-3: In this step, we have the option to install this app. The first option is to install this app directly into the Production Environment and the second option is to install this app in the Sandbox i.e. in the testing environment. In this scenario, I have installed this app directly into the Production Environment and for that, I’ve clicked the Install in Production.

Salesforce Lightning Add Calendar to record pages

Step-3: In this step, we need to confirm the installation details and for that, activate the checkbox I have read and agree to terms and conditions and then click on the button Confirm and Install.

Add Calendar on the Lightning Record Page

Step-4: In this window, we will select the profile for the users that can have access to this application. Here we have three options, that are Install for Admins Only, Install for All Users, and Install for Specific Profiles. In this case, I have selected the option Install for All Users to make this app feature available for all users.

Calendar to Record Page in Salesforce Lightning

Step-5: As we click on the Install button, the installation process will begin and it will take a while for installation after the completion of the app installation click on the Done button.

Calendar Component add to the Record Page in Salesforce

Now we have completed the installation of the app and to check whether the app is installed in your org. Go to the Setup page of Salesforce Lightning and follow the steps below.

See also  Salesforce Leads

Step-6: On the Setup page of Salesforce Lightning, go to the quick find box, search for Installed Apps, and from the options in the dropdown select Installed Apps.

Salesforce Lightning Calendar add to record pages

In the Installed package we can see the AnyCalander app is integrated successfully is successfully integrated. In the further steps, we will see the process of adding this calendar component to a record page in Salesforce Lightning.

Add Calendar to Salesforce Lightning Record Page

To add Calendar to the Salesforce Lightning Record Page, go to the Setup page of Salesforce Lightning and follow the steps below.

Step-1: On the Setup page of Salesforce Lightning, click on the App launcher (9 dots), and in the dropdown click on View All as shown in the picture below.

Show Calendar in Salesforce Lightning Record Page

Step-2: As we click on View All, the App Launcher will open all the apps in the org. and from here select the Sales app.

Show Calendar in Salesforce Record Page

Step-3: In the Sales application, click on the Opportunities tab to access the opportunity records.

Salesforce Lightning Display Calendar to record pages

Step-4: In Opportunities, we can see a list of Opportunities records and here select any opportunity record. In this case, I have selected the opportunity of United Oil Office Portable Generators.

Salesforce Add Calendar to lightning record pages

Step-5: In this step, click on the settings icon, and from the options in the dropdown click on the select Edit Page.

Add a Calendar to Lightning Record Page in Salesforce

Step-6: As we click on the Edit page button, the record page will open in the Lightning App Builder, and from here we will add a calendar component to the record page.

To add a calendar to the record page, go to the Components section in the left sidebar, and under the heading Custom select the component named AnyCalender and drag it to the template region in the record page.

Show Calendar on Record page in Salesforce Lightning

Step-7: Now we have successfully added the calendar to the record page and last click on Save to apply changes to the record page.

Added Calendar to the record page in Salesforce Lightning

Step-8: As we click on the Save button, a pop-up window for activation will appear on the screen and here click on the Activate button.

Activate Record page to add calendar in Salesforce

Step-9: In the Activation window of the Record page click on the App Default tab and then click on the Assign as App Default and this will override the default record page and make changes to that.

Salesforce Lightning Add Calendar to Lightning Record page

Step-10: In this step, we have to select the app to assign this app page. Here, select the Sales app because, in the Sales app, we have opportunities, accounts, and contacts. After selecting the app click on the Next button.

Add Calendar on the Lightning Record Page activation

Step-11: In the next window, select the Form Factor for the record page. I’ve selected the option Desktop and phone so that this record page can be viewed on Desktop and phone. Click on the Next button after selecting the form factor.

Salesforce Lightning Adding Calendar to Record Page

Step-12: In this step, we can review the assignments with the applied changes. After viewing the assignments click on the Save button.

Add Calendar to Lightning Records Page in Salesforce

As we click on the changes we have made in the record page will be reflected in the application record page to check whether the calendar has been added to the record page or not, go to the opportunities and open any record.

See also  How to remove Custom Home page in salesforce lightning
Added Calendar in Salesforce Lightning to a Record Page

Now we successfully added a calendar to a Record page in Salesforce Lightning and this calendar can be used to track and manage events and date-related data of the records.

Conclusion

In this Salesforce tutorial, we have learned about adding a Calander to the Lightning Record page. We have also learned the installation of the AnyCalander app and with that app, we added a component and later used that calendar component to an Opportunity Record page.

With the help of the scenario explained in the example above we better understood the need to add a calendar to the Record pages in Salesforce Lightning.

You may like to read: