Create and Manage a Public Calendar or a Resource Calendar
Use a public calendar to manage group activities. For example, track a group’s events,
such as marketing events, product releases, or training classes, or schedule a common activity,
such as a team vacation. Use a resource calendar to schedule the use of a shared resource, such as
a conference room or an overhead projector.
Required Editions
Available in: Salesforce Classic,
Lightning Experience, and all versions of the Salesforce mobile app
Available in: All editions except Essentials,Group, and
Personal Editions
User Permissions Needed
To manage public calendars:
Customize Application
To manage resource calendars:
Customize Application
To view a related record on an event:
Users must have Read permission
You can create an unlimited number of calendars.
View and edit your existing public calendars and resource calendars.
From Setup, enter Public Calendars and Resources in the
Quick Find box, then select Public Calendars and
Resources.
Create a public calendar or a resource calendar.
Click New, name the calendar, select
Active, and save the calendar.
Click Sharing. Add the public groups, roles, or people you want to
share the calendar with.
In Calendar Access, specify the way you want to share the calendar.
Hide Details
Other people can see whether given times are available, but they can’t see other
information about events in the calendar.
Hide Details and Add Events
Other people can see whether given times are available, but they can’t see details of
events. Other people can insert events in the calendar.
Show Details
Other people can see detailed information about events in the calendar.
Show Details and Add Events
Other people can see detailed information about events in the calendar, and they can
insert events in the calendar.
Full Access
Other people can see detailed information about events in the calendar, insert events
in the calendar, and edit existing events in the calendar.
Delete a public calendar.
From Setup, enter Public Calendars and Resources in the
Quick Find box, then select Public Calendars and
Resources.
Click Del next to the name of a calendar.
Ensure that users have the appropriate permissions. For example, an event invitee who doesn’t
have “Read” permission on opportunities can’t view the opportunity associated with
the event.
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