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)