Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Use Calendar to Schedule Visits and Other Events

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Use Calendar to Schedule Visits and Other Events

            Visualize and prioritize key activities, such as visits, assessment tasks, time off territory, and general events. Schedule events with best time recommendations, avoiding conflicts, to create optimized daily plans. You can switch between different views, create events, and filter the events.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Views

            • Previous and Next Period: Select < > to change the dates on the calendar.
            • Calendar Period: Tap the calendar icon and select a date to view your schedule for a different period. After selecting a date, tap outside the calendar to close it.
            • Calendar Views: Select Day, Work Week, Week, or Month to change the calendar view.
            • Today: Click Today to view the current day’s schedule.

            Create and Filter Events

            • Create Event: Tap + and select an event type such as visits, assessment tasks, time off territory, and general events. You can also touch and hold a time slot in the calendar grid to create an activity.
            • Menu: Tap the menu icon and select an option to filter events, view event indicators, view shared calendar, or delete events.
            • Filter Events: You can filter assessment tasks and visits by their statuses. Also, choose whether you want to see holiday and time off territory events.
            • Event Indicators: View the colors assigned for different events to easily identify the events on your calendar.
            • Shared Calendar: View events from the mirror territory.
            • Delete Events: Delete events in bulk by selecting the event type and the time period.

            Other Calendar Elements and Features

            • All Day Row: The All Day row shows these events.
              • Assessment tasks that you created or that are assigned to you.
              • General Events that you created or that are shared with you.
              • Time Off Territory events that you created using the Span method if the Span Type is All Day.
              • Holidays.
            • Current Time Indicator: Indicates the current time on the calendar grid.
            • Calendar Zoom: To zoom in and zoom out, stretch and pinch the grid.
            • Preview Event: Tap an event to preview it.
             
            Loading
            Salesforce Help | Article