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How do I create a recurring event in Salesforce lightning?
Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable Creation of Recurring Tasks.
- Click Submit.
How do I create a recurring meeting in Salesforce?
1) From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. 2) Select Enable Creation of Recurring Tasks. 3) Click Submit. 4) Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.
How do I create a new event in Salesforce?
How to Create an Event in Salesforce
- Enter a name in the search field in the upper left, next to the Salesforce logo.
- Click the name of the particular record you want.
- Scroll down to the Open Activities related list on the page and click the New Event button, as shown.
- Fill in the relevant fields.
- Click Save.
What is event ID in Salesforce?
WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID. The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic.
How do I record a meeting in Salesforce?
How do I record or log my customer meetings? I have checked tasks, calls, etc, but can find nothing under accounts to record a customer meeting! Go to Account -> Related List -> Open Activity -> Create Task / Event to capture Calls,Emails,Events etc.
How to create recurring series of tasks in lightning experience?
How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic 1 From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. 2 Select Enable Creation of Recurring Tasks. 3 Click Submit. 4 Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.
What are the events in Salesforce Lightning introduction?
Events in Salesforce Lightning – Introduction 1 Web page loaded is an event 2 Clicking of a button is an event 3 Changing text in an input field is also an event
How to create modals in Lightning component ( Lightning…)?
Main Component (MainComponent.cmp) – Will contain l ightning:overlayLibrary tag with aura:id attribute and a lightning:button Modal Content (ModalContent.cmp) – The component responsible for containing all the content to show in the Modal as content
How to delete recurring tasks in Salesforce Lightning?
View Series is the detail page of the task. Delete Series allows you to delete the task and all the following recurring tasks. Note: In order to use Delete Series, you will need to first go to ‘View Series’. Get in touch today to see how we can help you.