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Sales Productivity
Quickly Schedule a Meeting About an Account, a Contact, or a Lead in Salesforce Classic

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Quickly Schedule a Meeting About an Account, a Contact, or a Lead in Salesforce Classic

Drag-and-drop scheduling lets you schedule events related to accounts, contacts, and leads without leaving the list view page. You drag records from list views onto weekly calendar views and enter the details of the event in an overlay.

Required Editions

Available in Salesforce Classic in: All Editions Except Personal
User Permissions Needed
To enable drag-and-drop scheduling: Customize Application
To create events: Edit Events
User Permissions Needed
To create events: Edit Events

If you don’t see the Open Calendar icon Open Calendar link, ask your administrator to enable drag-and-drop scheduling.

  1. Click the Open Calendar icon Open Calendar link at the bottom of a list view.
    A weekly view of a calendar appears below view.
  2. Drag a record from the list to a time slot on the calendar.
    A popup window for creating an event appears. The event is already related to the record that you dragged from the list view.
  • The Open Calender iconOpen Calendar link appears only at the bottom of list views for accounts, contacts, and leads.
  • Drag-and-drop scheduling isn’t available for the Console tab, events that people have been invited to, recurring events, accessibility mode, or Connect Offline.
  • List views that include drag-and-drop scheduling can take slightly longer than usual to be displayed.
  • When you drag the bar in between the list and calendar to resize either one, the size is saved for all views in which you use drag-and-drop scheduling. You can resize the list and calendar at any time.
 
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