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Day, Week, Month and Resource View in Salesforce Maps Schedule

Publiseringsdato: Jan 11, 2024
Beskrivelse
Learn how to use the Day, Week, Month and Resource calendar views provided by Salesforce Maps Schedule.

Prerequisites:
Løsning

Check out the following video to learn how to use Day, Week, Month and Resource View in Salesforce Maps Schedule

Steps

  1. Select the Schedule tab in the Salesforce Maps navigation bar to open the Schedule panel.
  2. The Salesforce Maps Schedule defaults to the Day view where you can view your schedule for a single day.
  3. You can also add new events to your schedule, manage saved events or remove saved events from your schedule using the Day view.
  4. Click the calendar icon in the upper left of the schedule panel to choose a different schedule view.
  5. Select Week to add new events to your schedule, manage saved events or remove saved events from a week view.
  6. Select Month for a read-only view of scheduled events for a specific month.
  7. Select Resource view to compare daily schedules and availability for multiple users or resources at once.
  8. Click the Add button on the resource view pane to add up to 25 users and/or assets to your resource view and compare their schedules side by side in a gantt style chart to see where they align.
  9. Click the switch button in line with the user or asset in your resource view to display their schedule on the map.
  10. You can display upto 5 daily schedules on the map simultaneously.
Note: The Resource option is only available for orgs with Maps Advanced Permission Set Licenses.
Knowledge-artikkelnummer

000392526

 
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