With your calendar in Salesforce, everyone stays informed—your sales team, your sales manager—and meeting prep is easy. You can track, create, and update your own and others’ meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts. You can also track events in reports.
Available in Salesforce Classic in: All Editions Except Database.com
Events with invitees not available in: Personal Edition
You can track events belonging to you and to others in the following locations. To see activities list views, click on the Home tab or any calendar view, or go to the calendar day or week view.
Events That You Own
The Home tab, in the Calendar section
An activities list view: Choose an existing list view or customize one
Your Chatter feed: Follow an event to track posts, comments, and updates about it
Events Owned by People Who Have Shared Their Calendars with You
The multi-user calendar view
Events That You’ve Assigned to Others
The My Delegated Activities list view
Events Owned by People Below You in Your Organization’s Hierarchy
The My Team’s Activities list view
A calendar view
The Upcoming Events list view
The Open Activities related list for a record related to an event
A calendar view
The My Activities list view
The Activity History related list for a record related to an event
Events Related to Another Record, Such as a Contact or an Account
The other record’s detail page, in the Open Activities and Activity History related lists
Your Chatter feed and in the Chatter feed for the other record
View Event Details
In a calendar view, in an activities list view, in a related list, or on the Home tab, there are two ways to see event details:
Hover your mouse over an event’s subject.
Click the subject.
On an event detail page, to view the details of a single event in a recurring series (), select the View Event subtab. To view the details for the series, select the View Series subtab.
identifies events with invitees.
On the Home Tab
On the Home tab, under Calendar, click New Event or New Meeting Request.
In a Chatter Feed
If you create an event in the feed for a record such as a contact, Salesforce automatically relates the event to the record.
In the Sidebar
In the sidebar in Salesforce, in the Create New drop-down list, select Event.
On the Detail Page of Another Record
On the Open Activities related list, click New Event or New Meeting Request. Salesforce automatically relates the event or meeting request to the record.
On the Detail Page of an Event with Invitees
On the detail page of an event that you’ve invited one or more people to, click Clone. You can clone an event that has at least one invitee and isn’t a recurring event.
In a Calendar View
Click New Event.
In a day view, click a time, such as 9:00 AM.
In a day or week view, double-click a time slot. You can’t double-click to create a recurring event or an event that you invite people to. If double-clicking doesn’t open a new event, ask your administrator to enable Click-and-Create Events.
In a week or month view, click .
In an Activity List View ()
In a list view, click New Event.
In a List View of Contacts, Leads, or Other Records
In a list view of contacts, leads, or other records, click at the bottom of the page to add a weekly calendar view to the page. Create an event related to a record by dragging the record from the list view down to a time slot on the calendar. If you don’t see , ask your Salesforce admin to enable Drag-and-Drop Scheduling.
If you schedule meetings with people in a different time zone, your calendar shows their available and busy times in your time zone. An individual person’s Time Zone setting (as specified on the personal information page) overrides the Default Time Zone set for the Salesforce org.
Anywhere (except reports) that you can view event details, you can edit any event that you have permission to edit.
You can edit an event in several ways:
To reschedule an event, in a calendar view, drag the event to a different time slot. For best results, place your mouse over the subject line of the event before dragging it. If the event is a recurring event (), only the single occurrence that you drag is changed, not the entire series.
Click Edit next to the event in an activities list view, an Open Activities related list, or an Activity History related list. The event detail page opens.
Go to a calendar view, an activities list view, a related list, or the Home tab. Hover your mouse over the subject of an event. A small window with editing options appears.
Use Cloud Scheduler to collaborate with others in choosing a meeting date and time. When you confirm the meeting date and time, you convert the meeting into a Salesforce event, which you can edit or delete like any other event.