Salesforce Public Calendar

In Salesforce, a public calendar is a shared calendar that can be accessed by multiple users within an organization.

In this Salesforce tutorial, we will understand a Public Calendar in Salesforce and see how to create one in Salesforce.

Public Calendar Salesforce

Public calendars can be created to track team events, project deadlines, or any other type of shared schedule.

Users with appropriate permissions can view, add, or edit events on the public calendar. Public calendars are useful for managing schedules and activities that involve multiple team members, as they provide a centralized location for tracking and organizing events.

Moreover, public calendars can also be integrated with other Salesforce features, such as Chatter, to facilitate collaboration and communication among team members.

Public Calendar Sharing Settings

Here we will discuss all the steps required to create a public calendar in Salesforce Lightning.

1. Click on the Setup option, enter the Calendar, and select the Public Calendar and Resources option.

Public calendar in Salesforce

2. The above step will open a setup page for “Public Calendars and Resources”. From this page, click on the New button, which is given under the “Public Calendars” section.

Salesforce Public Calendar

3. Next, specify the name for your public calendar and tick mark the Active option. Click on the Save button to save the public calendar in Salesforce.

Defining Public calendar name in Salesforce

4. Once we perform the above step, it will open the Calendar details page. From this page, click on the Sharing button. On the next page, we will select or add the people, roles, or public groups for which we want this calendar.

Moreover, we also need to choose the Calendar Access based on our requirements.

Adding user access to public calendar in Salesforce Lightning

There are four different levels of access related to the calendar in Salesforce:

  1. Hide Details: This option allows people to see only when certain times are available. However, they can’t see any other information about events.
  2. Hide Details and Add Events: People can only see when certain times are available. Also, they can add their own events to the calendar.
  3. Show Details: In this, people can access all the detailed information about events on the calendar.
  4. Show Details and Add Events: People can see all the detailed information about events on the calendar. They can also add their own events to the Calendar.
  5. Full Access: This access includes everything from “Show Details and Add Events” access. Moreover, they can also edit existing events on the calendar.

5. After this, move back to the Home Setup page, and from the Quick Find search box, search for Activity. And then click on “Activity Settings” from the Sales section.

Enabling Public calendar in Salesforce

6. On the next page, tick mark the following options and click on Submit in the last.

  • Add user lists to calendar views in Lightning Experience
  • Allow Users to Relate Multiple Contacts to Tasks and Events