Manage Events in Salesforce Classic

Track Events

You can track events belonging to you and to others in the following locations. To see activities list views, click on the Home tab or any calendar view, or go to the calendar day or week view.

Events That You Own

• The Home tab, in the Calendar section
• An activities list view: Choose an existing list view or customize one
• Your Chatter feed: Follow an event to track posts, comments, and updates about it

Events Owned by People Who Have Shared Their Calendars with You

The multi-user calendar view

Events That You’ve Assigned to Others

• The My Delegated Activities list view
• Activities reports

Events Owned by People Below You in Your Organization’s Hierarchy

• The My Team’s Activities list view
• Activities reports

Upcoming Events

• A calendar view
• The Upcoming Events list view
• The Open Activities related list for a record related to an event

Past Events

• A calendar view
• The My Activities list view
• The Activity History related list for a record related to an event

Events Related to Another Record, Such as a Contact or an Account

• The other record’s detail page, in the Open Activities and Activity History related lists
• Your Chatter feed and in the Chatter feed for the other record
• Activities reports

View Event Details

In a calendar view, in an activities list view, in a related list, or on the Home tab, there are two ways to see event details:

• Hover your mouse over an event’s subject.
• Click the subject.

On an event detail page, to view the details of a single event in a recurring series (), select the View Event subtab. To view the details for the series, select the View Series subtab.

identifies events with invitees.

Create Events

On the Home Tab

On the Home tab, under Calendar, click New Event or New Meeting Request.

In a Chatter Feed

If you create an event in the feed for a record such as a contact, Salesforce automatically relates the event to the record.

In the Sidebar

In the sidebar in Salesforce, in the Create New drop-down list, select Event.

On the Detail Page of Another Record

On the Open Activities related list, click New Event or New Meeting Request. Salesforce automatically relates the event or meeting request to the record.

On the Detail Page of an Event with Invitees

On the detail page of an event that you’ve invited one or more people to, click Clone. You can clone an event that has at least one invitee and isn’t a recurring event.

In a Calendar View

• Click New Event.
• In a day view, click a time, such as 9:00 AM.
• In a day or week view, double-click a time slot. You can’t double-click to create a recurring event or an event that you invite people to. If double-clicking doesn’t open a new event, ask your administrator to enable Click-and-Create Events.
• In a week or month view, click .

In an Activity List View ()

In a list view, click New Event.

In a List View of Contacts, Leads, or Other Records

In a list view of contacts, leads, or other records, click at the bottom of the page to add a weekly calendar view to the page. Create an event related to a record by dragging the record from the list view down to a time slot on the calendar. If you don’t see , ask your Salesforce admin to enable Drag-and-Drop Scheduling.

Note If you schedule meetings with people in a different time zone, your calendar shows their available and busy times in your time zone. An individual person’s Time Zone setting (as specified on the personal information page) overrides the Default Time Zone set for the Salesforce org.

Update Events

Anywhere (except reports) that you can view event details, you can edit any event that you have permission to edit.

You can edit an event in several ways:

• To reschedule an event, in a calendar view, drag the event to a different time slot. For best results, place your mouse over the subject line of the event before dragging it. If the event is a recurring event (), only the single occurrence that you drag is changed, not the entire series.
• Click Edit next to the event in an activities list view, an Open Activities related list, or an Activity History related list. The event detail page opens.
• Go to a calendar view, an activities list view, a related list, or the Home tab. Hover your mouse over the subject of an event. A small window with editing options appears.