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From your personal settings, enter Calendar Sharing in the Quick Find box, then select Calendar Sharing. To share your calendar with others, click Add. Select the users, roles, or groups whose activities you want to display in your calendar. Specify how you want to share your calendar.
To create a Shared Calendar that Lightning Users can view
- Navigate to Setup.
- Enter Public Calendars and Resources into the Quick Find box.
- Click Public Calendars and Resources.
- Click New to create a new Public Calendar.
- Enter a name for your new Calendar.
- Click Sharing.
- Click Add.
How do I access a calendar in Salesforce?
View Your Calendar Access calendar views by: Choosing the Calendar page from the navigation menu. Opening a related event on a record’s activity timeline. (If your record doesn’t display the activity timeline, ask your Salesforce admin to customize your page layout.)
How do I add a shared calendar in Salesforce?
In order to see calendars that have been shared with you, you’ll need to add a shared calendar to complete the process. From Calendar, click the gear next to “ Other Calendars ” and select “ Add Calendars. ” Search for the individual that has shared their calendar with you and select “Add” to complete the process.
How to create dynamic sharing rules in Salesforce.com?
You can make all kinds of dynamic sharing rules with variations. To manage the calendar, go back to the homepage and click a calendar view.
Why do I need to sync my calendar with Salesforce?
The other key benefit was the ability for users to sync their calendars with Salesforce itself: enabling them to add details of scheduled calls, follow up meetings, and their own availability – whilst being able to filter out any personal or non-work related information. Automation was another crucial feature.
How does Salesforce scheduler read external calendars?
When there’s a request or an attempt to book an appointment, Salesforce Scheduler checks the updated calendar data and displays available time slots. The other way to read external calendars is by implementing an Apex class that gets information from the external calendar as a synchronous call. Matt works with a developer to implement this.