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Set Up and Maintain Retail Execution
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            Enable Salesforce Calendar

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            Enable Salesforce Calendar

            Sales managers can view their sales reps’ calendars by enabling Salesforce Calendar. If the setting is enabled, for each visit that is created for sales reps, an event is created and added to the sales manager’s calendar. Sales managers can view existing scheduled visits on their direct reports’ calendars and schedule upcoming visits.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            1. From Setup, in the Quick Find box, enter Visit Settings, and select Visit Calendar Settings.
            2. Enable Add Visits to Salesforce Calendar.

            For each existing visit, an event is added to the sales manager’s calendar. This event provides visit details such as visit ID, start and end date/time of the visit, duration of the visit (in minutes), assigned owner, and a description of the visit.

            See Also

             
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