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Create New Events with Maps Schedule

Udgivelsesdato: Oct 11, 2024
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You can add markers from a Maps marker layer to your schedule. Saving a marker to your Schedule automatically creates an event, links the event to the appropriate Salesforce record, and adds the event to your Salesforce calendar.

Prerequisites:

Løsning

Check out the following video to learn how to Create New Events with Maps Schedule. 

 


Adding Markers to A Schedule

  1. Find the marker layer containing the markers you want to add to your schedule and plot it.
    • Note: Markers from layers, which use "event" as the base object can't be used for this operation.
  2. Click the marker you want to add to your schedule, then click the Actions tab
  3. Click the Add To Schedule button
  4. Select Add to Schedule or drag the record over to an open time slot.
Notes:
  • By selecting Add to Schedule, Salesforce Maps will find an optimal time that accommodates the duration of your event plus drive time to or from surrounding events on your schedule.
  • You can't schedule events that are in the past. Make sure you are 
    • on a future day or
    • past the current time (if you are on the current day).
  • Not doing so results in a "Waypoint is not schedulable" error.
  1. Click Save

 

See Also:
Schedule Multiple Days from Week view in Maps

Vidensartikelnummer

000380752

 
Indlæser
Salesforce Help | Article