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Sales Productivity
Scheduling and Invitations

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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.

Required Editions

Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app
Available in: All editions except Personal Edition
  1. Invite People to an Event and Schedule Resources in Salesforce Classic
    Invite users, contacts, and leads to a meeting, and schedule meeting resources.
  2. Quickly Schedule a Meeting About an Account, a Contact, or a Lead in Salesforce Classic
    Drag-and-drop scheduling lets you schedule events related to accounts, contacts, and leads without leaving the list view page. You drag records from list views onto weekly calendar views and enter the details of the event in an overlay.
  3. Export Events to Other Calendar Applications from Salesforce Classic
    Export an event from the event detail page so that you can import it into Microsoft® Outlook®, Google Calendar™, or any calendar application that supports .ics files.
  4. Create an Event in a Public Calendar in Salesforce Classic
    A public calendar contains a schedule of events that’s available to a group of users, such as a sales events calendar for a sales department. If your Salesforce admin has set up a public calendar and you’re assigned to that group, you can view the calendar. You can also add an event just as you add an event to your own calendar.
  5. Respond to Event Invitations
    You accept or decline an event invitation differently depending on whether the event organizer invited you from Salesforce Classic or Lightning Experience.
 
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