Create a Custom Calendar in Salesforce

A Sales Manager wants to track all important closing dates of opportunities for the sales team.

The standard Salesforce calendar shows only events and tasks, but the manager also wants to see custom opportunity fields, such as Expected Close Date or Discount Approval Date, in the calendar view.

So, the Salesforce admin creates a custom calendar in Salesforce, providing the Opportunity close date as the calendar date field.

Now, the sales manager and team can view all closing opportunities on a single calendar, making it easier to plan follow-ups and prioritize deals.

In this article, we will learn about how to create a custom calendar in Salesforce. Moreover, we will walk through all the steps for creating a custom calendar in Salesforce Lightning.

This custom calendar is available only in Salesforce Lightning, not in Salesforce Classic.

Calendar in Salesforce

The calendar in Salesforce helps us view our work in a time-based perspective. Instead of just looking at lists of records, we can view dates, deadlines, and events directly on a calendar.

• In the calendar, we can see events, tasks, and deadlines on a monthly, weekly, or daily view.
• Create custom calendars from any object. For example, show Opportunity Close Dates, Case Deadlines, and Project Milestones.
• Apply filters to see only what’s important (e.g., high-priority cases).
• Drag and drop records on the calendar to quickly change their date.
• Display multiple calendars together (your events, team holidays, and opportunity deadlines).

Custom Calendar in Salesforce

A custom calendar in Salesforce is a calendar that we create ourselves to display records from any object (standard or custom) based on a specific date field.

Instead of only showing events and tasks, we can display records such as opportunity close dates, case deadlines, project milestones, or employee leaves on a calendar.

This makes it easy to visually track important records, filter them as needed, and manage your work by viewing days, weeks, or months at a glance.

Create a Custom Calendar in Salesforce

Below, I will explain how to create a custom calendar in Salesforce to track important records, deadlines, and activities, using any date field from standard or custom objects.

1. Click on App Launcher > Search “Calendar” > Click on Calendar.

2. Then the Calendar object will open. In that, we have options to view our existing calendars, create a new calendar, and customize them by choosing objects, date fields, and filters.

3. When you click View, you will see options for Day, Week, Month, and Table. These are used to customize the calendar’s display.
   • Day shows records for a single day, Week shows them across the week, Month shows them monthly, and Table displays them in a list format.

4. To create a new custom calendar, click the gear icon next to My Calendars. There, you will see the “New Calendar” option. Click on it to start creating your custom calendar.

5. In the first step of creating a calendar, we need to select the object for which we are creating the calendar. In the Object field, you will see a list of all standard and custom objects available in Salesforce.
   • Select the object (for example, Opportunity, Case, or a custom object) whose records you want to display on the calendar.
   • Then click the Next button to proceed.

6. Now, in the second step, we need to provide the Calendar Name, Start Date Field, and Duration/End Date Field. The Calendar Name is the label that will appear in your calendar list.
   • The Start Date Field determines when the record begins on the calendar (for example, the Opportunity Close Date). The End Date Field is optional and is used if the record spans multiple days (for example, Project End Date or Delivery Date).
   • Click the Save button to create a calendar.

7. In the image below, you can see the Opportunity records displayed in the calendar by Close Date. You can also apply filters to display only specific records, change the view (Day, Week, Month, or Table), and even color-code the calendar for improved visibility.

In this way, we can easily create a custom calendar in Salesforce to track important records, deadlines, and activities in a clear and organized view.

Conclusion

I hope you now have a clear idea of how to create a custom calendar in Salesforce. This feature helps you view and manage records directly on a timeline.

By using filters and different views, you can focus only on the records that matter most. With custom calendars, staying on top of tasks, deadlines, and business activities becomes much easier.

You may like to read:

• Add event to public calendar in Salesforce
• Public Calendar in Salesforce
• Date Formula Functions in Salesforce
• Share a Report in Salesforce
• Schedule a Report in Salesforce

Bijay Kumar

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.