Manage Events in Lightning Experience | Salesforce
Manage Events in Lightning Experience
Create, update, and track meetings using the Home page, your calendar or calendars you create, the Kanban Board, or the activity timeline.
Available in Lightning Experience in: Developer, Enterprise, Group, Performance, Professional, and Unlimited Editions
User Permissions Needed
To create events
On the Home page, Upcoming Events shows the next five meetings on your calendar today. Past events drop off the list as the day progresses.
In the navigation menu, choose Calendar to work with all your events and to create events. Plus, create other calendars from a standard or custom object: Choose the date field you want to track, and the calendar displays data in that field as calendar items.
You can’t share your event calendar with others or invite others to an event, and coworkers can’t subscribe to calendars you create.
On the Kanban Board, opportunities show alerts when no open activities exist. To create an event, click the yellow triangle.
Use the activity timeline to monitor and update upcoming and past events on an opportunity, a lead, an account, or a contact.
Use activities reports to view events owned by people below you in the role hierarchy of your Salesforce org.
You can remove a contact or a record from an event without deleting the event. For example, suppose that an event is related to Contact A and Contact B, but you want to relate it only to Contact A. Instead of deleting the event, remove Contact B from the Name field.