Add A Calendar As A Room Salesforce. Navigate to setup and find public calendars and resources and click on new button. Identify the calendar features that help your reps work more efficiently throughout the sales process.
Fill in the different fields as described. Automatic reminders, calendar sync and more.
Drill Down From Events To Related Records, Feeds, Files, Contracts, And More.
After completing this unit, you’ll be able to:
Create Your User Lists For Salesforce Calendar.
Use more general search terms.
” Search For The Individual That Has Shared Their Calendar With You And Select “Add” To Complete The Process.
Images References :
Customize The Calendar Settings That Are Most Useful To Your Reps.
Navigate to the app launcher. search for calendar and select calendars. 2.
Write Salesforce Scheduler Appointments To Salesforce Calendar.
This option will open the calendar in salesforce lightning edition.
The Salesforce Custom Calendar Permits Us To View Our Events.