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.
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.
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.
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.
There are four different levels of access related to the calendar in Salesforce:
- Hide Details: This option allows people to see only when certain times are available. However, they can’t see any other information about events.
- Hide Details and Add Events: People can only see when certain times are available. Also, they can add their own events to the calendar.
- Show Details: In this, people can access all the detailed information about events on the calendar.
- 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.
- 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.
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
7. Next, click on the App Launcher icon, click on the View All option, and search for and open the Calendar option in Salesforce Lightning.
8. In the calendar tab, click on the gear icon given next to Other Calendars and click on the Add Calendars option.
9. The above step will open the Add Calendar section. In this section, click on the drop-down arrow (⬇️) and select “Public Calendars and Resources.” Then, search for and select your public calendar. At last, click on the Add button to add the public calendar.
10. In our case, we selected the USA Sales Team Calendar. With this, we have successfully created and added the public calendar to the Salesforce Lightning edition. This public calendar will be visible under the Other Calendars section.
Read: How to create an event in Salesforce Lightning
Conclusion
In this Salesforce tutorial, we have learned about Public Calendars in Salesforce and discussed public calendar-sharing settings in Salesforce.
You may also like to read the following Salesforce tutorials.
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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.
