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Use Calendars to Track and Visualize Dates in Salesforce Objects in Lightning Experience

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Use Calendars to Track and Visualize Dates in Salesforce Objects in Lightning Experience

Want an easy, visual way to track upcoming or ongoing campaigns? Support cases? Retail store events? Opportunities due to close? Create a calendar from a standard or custom object: Choose a date field that represents data you want to track, and the calendar displays data in that field as calendar items. You can customize most calendars by applying a list view. We’ve included a few popular examples. You can hide or show calendars, and you can edit and delete them. Some considerations apply to creating calendars.

Required Editions

Available in Lightning Experience in: Enterprise, Performance, Unlimited, and Developer Editions
  1. Create an Object Calendar in Lightning Experience
    Here’s how to create a calendar based on a standard or custom object in Salesforce.
  2. Create a Calendar of Opportunity Close Dates in Lightning Experience
    See all your opportunities’ scheduled close dates at a glance.
  3. Create a Calendar of Task Due Dates in Lightning Experience
    Make a calendar that shows when your tasks are due.
  4. Create a Calendar of Direct-Mail Campaigns in Lightning Experience
    Get a visual overview of all your direct-mail campaigns.
  5. Create a Calendar to View Open Cases by SLA in Lightning Experience
    Monitor open cases and increase compliance with your service level agreement.
  6. Considerations for Calendars Created from a Salesforce Object in Lightning Experience
    Considerations for calendars created from a Salesforce object include support for list view filtering, a limit on the number of items that can be displayed, no support for subscribing to calendars, and support for standard objects.
 
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