In this Salesforce tutorial, we will discuss, how to create an event in salesforce lightning. We will also learn, to show up these events in Salesforce Calendar.
Events are something that is very important and humans can’t remember all events. But no need to worry while working in Salesforce, as it provides us with a feature to create an event.
The topics that we will cover in this Salesforce tutorial are as follows.
- What are events
- How events are different from tasks
- How to create an event in salesforce lightning
What are events
In general, events are something that occurs, particularly something significant or uncommon.
But in Salesforce, events are meetings with a beginning date, a beginning time, an ending date, and an ending time. They enable you to schedule meetings for the accounts, deals, or initiatives you are in charge of.
Read: How to Create Queues in Salesforce
How events are different from tasks
A task and an event activity differ from one another in the following ways:
- Instead of a due date, events have a start date and time and an end date and time while tasks have a due date.
- When the end date and time pass, the event automatically transfers to Past Activities without you needing to do action while tasks remain.
- For tasks, you have to mark them as complete since only a date is provided – not a specific time.
- If you have the link set up, events appear on your Salesforce calendar and sync to Outlook or Gmail.
Read: How to Create Custom List Button in Salesforce
How to create an event in salesforce lightning
There are two ways to create an event in Salesforce Lightning: either via the activity section or directly from the calendar. So let’s get into more detail about each of them.
Create an event using the activity
Follow the below-given steps to create an event using the activity section.
Step 1: Click on Setup and select any App. Here I select Community App.
Step 2: Now, look at the tabs and select Contacts.
Step 3: Select the Name to whom you want to create an event. Here, I select Jackbon Jim.
Step 4: Now, on left hand under the Activity Section, we have a New Event symbol. Click on it.
Step 5: Enter the event’s subject here.
Step 6: Enter the event’s start date and time.
Step 7: Provide the event’s finish date and time.
Step 8: Check to see if the contact’s name is already filled in if the user is listed on the contact record.
Step 9: Provide the account to which the contact is connected.
Step 10: Verify that the user has been assigned the assignment (because I am the currently logged-in user, this is me).
Step 11: Specify where the meeting will take place.
Step 12: Save the record.
After doing this, you’ll see that the event now shows up in the activity section.
Note: The event will automatically transfer to the Past Activities section once the meeting date has passed.
You can also view the above-created event in the calendar. For this follow the below-given step.
Step 1: Click on Setup, then on View All.
Step 2: Then, from All Items, select Calendar.
Step 3: It will open the Calendar. Now you can view that on 25 Feb at 11:00 AM, the event of Website Creation is visible.
With this, we have learned to create an event using the activity section using salesforce lightning.
Read How to Use Consent Event Stream in Salesforce
Create an event using the calendar
Follow the below-given steps to create an event using the calendar.
Step 1: Click on Setup, then on View All.
Step 2: Then, from All Items, select Calendar.
Step 3: It will open the Calendar. Now, select the date from the calendar. Here, I select 3 March.
Step 4: Then, select the time. Here, I select 2 PM and it will successfully open the pop to enter the details of the events.
Step 5: Verify that the user has been assigned the assignment (because I am the currently logged-in user, this is me).
Step 6: Specify where the meeting will take place.
Step 7: Enter the event’s subject here.
Step 8: Enter the event’s start date and time.
Step 9: Check to see if the contact’s name is already filled in if the user is listed on the contact record.
Step 10: Provide the event’s finish date and time.
Step 11: Provide the account to which the contact is connected.
Step 12: Enter the description of the event.
Step 13: Save the record.
With this, we have learned to create an event using the calendar using salesforce lightning.
You may also like to read the following Salesforce tutorials.
- How to use schema builder in salesforce
- How to delete custom objects in salesforce
- How to Create Documents in Salesforce
- Public Calendar in Salesforce
Conclusion
In this tutorial, we have learned how to create an event in salesforce lightning using the activity section and calendar, and also we have learned to view the event in the calendar that we have created using the activity.
Additionally, we have learned the difference between tasks and events. And, also we covered the following topics.
- What are events
- How events are different from tasks
- How to create an event in salesforce lightning
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.