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Overview


Excerpt

In this section, you will find information about how to manage and display your business calendar within Salesforce.

 

 


Concerned profiles:

     ALL

Table of content

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Step By Step

In the home page, let’s look at the Calendar section.

•In this section, you will find all
tasks and
events for the coming days.
•Additionally, you have 3 views to have the most convenient view on activities.
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Image RemovedThis view displays all events scheduled for the current week to make further
arrangements.

 

 Image Removed
Image RemovedThe next button displays the Multi-User Calendar for the current week. It allows you to check the availability of other CRM users. (Advise to keep using Google calendar, which is more complete)
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Image RemovedThe 3rd button allows you to have a view on Activities (use the views configured to filter)
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Image AddedBy clicking on this icon Image Added you choose to display your calendar by day, week or month

 

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