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Overview


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

 

 

Concerned profiles:

     ALL

Table of content


 

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.

This view displays all events scheduled for the current week to make further
arrangements.

 

 
The 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)
The 3rd button allows you to have a view on Activities (use the views configured to filter)

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