Events and Calendars

Use Salesforce to track meetings with customers, prospects, and colleagues. Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports.

• Help Your Sales Reps Manage Events and Calendars
  Optimize the way your sales reps manage their meetings and scheduling. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.
• Event Fields
  Event records have standard fields for tracking and recording event details.
• Manage Events
  In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.
• 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.
• Calendar Sharing
  Give coworkers access to view or edit your calendar in Salesforce Classic and Lightning Experience.
• Calendar Views
  Calendar views display your events in Salesforce.
• Considerations for Using Events and Calendars
  Salesforce always displays an event’s date and time in the time zone you’ve chosen in My Settings. Working with meetings and scheduling is different in Lightning Experience and Salesforce Classic.
• Scheduling and Invitations
  Reps can invite people to meetings and see meeting responses in Lightning Experience, Salesforce Classic, and the Salesforce mobile app. Reps can also accept meeting invites and create a Microsoft® Outlook® appointment for an event in Salesforce Classic.