Loading
Feature degradation | Gmail Email delivery failureRead More
Public Sector Documentation
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Salesforce Calendar in Public Sector

            You are here:

            1. Salesforce Help
            2. Docs
            3. Public Sector Solutions

            Set Up Salesforce Calendar in Public Sector

            Set up Salesforce Calendar so that compliance officers can schedule visits for inspectors and case workers, who can manage visits as calendar events.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To enable Visit Calendar Settings: Customize Application
            To add user lists to Calendar views: Customize Application AND Modify All Data
            To create custom list views: Create and Customize List Views

            Enable Calendar Visits in Public Sector

            Turn on visits for Salesforce Calendar so that compliance officers, inspectors, and case workers can use Calendar to schedule and manage visits as calendar events.

            1. From Setup, in the Quick Find box, enter Visit Settings, and then select Visit Calendar Settings.
            2. Enable Add Visits to Salesforce Calendar.

            Add User Lists to Calendar Views in Public Sector

            Set up user lists that compliance officers can use to check the availability of inspectors and case workers before assigning them visits.

            1. From Setup, in the Quick Find box, enter Activity Settings, and then select Activity Settings.
            2. Select Add user lists to calendar views in Lightning Experience.
            3. Click Submit.

            Create User List Views for Calendars

            Create user lists to see team calendars for better visibility into who is assigned visits.

            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click Create New View.
            3. Enter a view name, specify filter criteria, and select fields to display.
            4. Save your changes.
             
            Loading
            Salesforce Help | Article