In this Salesforce Tutorial, we will learn to create a custom calendar in Salesforce. Moreover, we will go through all the steps related to a custom calendar in Salesforce Lightning. This custom calendar is only available in Salesforce Lightning, not Salesforce Classic.
There are many schemas in Salesforce where we construct the calendar in Salesforce such as an easy tracking system, close date follow-up on time, and meeting confirmation for all these requirements we can create our own custom calendar in Salesforce.
So, if you want to create a custom calendar in Salesforce lightning edition, you have come to the right place.
The following are the topics that we will cover in this Salesforce Tutorial:
- What is a custom calendar in Salesforce?
- How do we use the custom calendar in Salesforce
- How to create a custom calendar in Salesforce
- How to create a custom calendar in Salesforce lightning
What is Calendar in Salesforce
In Salesforce, a calendar is a feature that allows users to schedule and manage events, tasks, and appointments. It provides a visual representation of upcoming activities and helps users to stay organized and on top of their schedules.
The calendar can be viewed in different formats such as day, week, month, or agenda, and can be customized to display specific events or activities. Users can also create new events, assign them to specific individuals or teams, and set reminders or notifications.
The calendar is integrated with other Salesforce features such as contacts, accounts, and opportunities, making it easier to manage and track important activities related to customers and business operations. Overall, the Salesforce calendar is a powerful tool for managing time and staying productive.
What is a custom calendar in Salesforce?
The Salesforce custom calendar permits us to view our events. We can also create, edit and view our events in a single view.
The calendar is uncomplicated and has simple features outside the salesforce but in salesforce, the calendar can help the users and employees that meet their business goals.
Except for any other standard calendar tool, the Salesforce calendar can help our team to collaborate more productively.
The salesforce can give the user the capacity that can create or customize the calendar. Customized multiple calendars can also be created by the users for different purposes like scheduling customer meetings, or controlling the schedule of all the users and employees.
After creating the custom calendar the user can share their customized calendar with the other salesforce user, groups, or teams for collaboration from which their work can be done more easily and effectively.
This customized calendar can be created by the user giving a tool that controls their work schedule and it also reminds the user of their important tasks and deadlines.
With this, we learned What is a custom calendar in Salesforce. Now we will move ahead and try to understand how we use the custom calendar in Salesforce.
How do we use a custom calendar in Salesforce?
Here we are seeing how we can use the custom calendar in Salesforce. A customized calendar is a feature that can help us to trace high-precedence items and tasks while straining out the information.
The calendar consists of several important functionalities:
- The calendar in Salesforce consists of a grid format with a week, month, and day for showing the events.
- In this Salesforce calendar, we can create a new event by simply clicking on a specific date.
- We can also edit an event in the Salesforce calendar with a simple click or by dragging and dropping the events.
- We can also view the event in a list view of the customized calendar in Salesforce.
- We can also view week numbers in the distinct column in the customized calendar in Salesforce.
With this, we have learned how we can use the custom calendars in Salesforce. Now, let’s move further and see how to create a custom calendar in Salesforce.
How to create a custom calendar in Salesforce
Here we are understanding how to create a custom calendar in Salesforce and here are some scenarios of creating a custom calendar in Salesforce
In salesforce sales, users can look into the weekly, and daily as per the closed dates.
Service users in Salesforce can look into the case closer date.
In Salesforce sales users can also set up the meeting as per the meeting dates.
The customized calendar can be used by the sales reps for showing the tunning point related to particular records like tasks and opportunities.
For example, Kroger is a company based in Cincinnati, USA. And Melyna has several important tasks and opportunities to close this month and he wants to complete the tasks for those opportunities on time. For this Melyna create a customized object calendar to display the dates of all his upcoming opportunity related to their closed dates.
In this way, we have learned how to create a custom calendar in Salesforce. Further, we will learn how to create a custom calendar in Salesforce Lightning.
Create a custom calendar in Salesforce lightning
Here we are creating a custom calendar in salesforce lightning. If you want to learn how to create a custom calendar in salesforce lightning follow these steps:
Step-1: First, log in to the Salesforce Lightning account. Go to the App Launcher that is present in the left top corner, enter the calendar in the search box, the calendar is come at the top and select the calendar option.
Step-2: After clicking on the calendar the default view is like a week, to change this to the month click on the calendar icon that is present near the new event button, and under this calendar icon month option is present. Click on that option.
Step-3: After clicking on the month option the calendar is shown in month view. Now at the bottom right side, you can see that a gear icon is present, click on the gear icon. A new calendar option comes up. Select the New Calendar option.
Step-4: After clicking on the New Calendar option, the create calendar dialogue box comes up on the screen. Here we can create a calendar from a salesforce standard or custom object.
Click on the drop-down arrow of the object field. After clicking on the drop-down arrow the object list is open, inside this list we can select any salesforce standard and custom object. Here we are selecting the standard object as an opportunity and then click on the next button.
Step-5: After clicking on the next option step two creates a calendar dialogue box window is pop up on the screen. First, give the Calendar Name and here we are giving the name as New Opportunity Calendar.
After that move to the second step which is the start and duration of the calendar item. Here we first select the field for start and we are selecting the Close Date then fill the apply a filter field. Here we are choosing the My Opportunities and then fill the Field Name to display as Name.
After filling all the information check all the information once and then click on the save option.
Step-6: After clicking on the save option, the calendar is created successfully and the pop-up message come up on the screen. You have created a calendar and the New Opportunity calendar is shown under the My Calendar label at the bottom of the right side.
Step-7: After creating the New opportunity calendar you can see that the opportunities which have closed dates in the month of April are shown on the screen.
And in the right side, you can see that the New Opportunity label is present, click on the drop-down arrow of the new opportunity calendar the color chart is come up on the screen.
If we want to change the color of the opportunities then we can select the color from this chart which is shown. We can also generally own color by simply clicking on the choose custom color option.
We have learned how to create a custom calendar in salesforce classic.
In this tutorial, we have learned what is a custom calendar in Salesforce, and also we have covered how we use a custom calendar in Salesforce. In addition, we have covered How to create a custom calendar in Salesforce Lightning.
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