Learn how to use calendars within Salesforce.
- [Instructor] The native Salesforce calendar…is a great time tested way to stay on track,…organized, and on time.…As with most calendars, the Salesforce calendar allows…for a central management of a user's daily routines,…meetings, and actual events.…Now let's scroll down just a little bit on the Home tab.…And here on the left-hand side,…today's five upcoming events in Meetings appear…on every users home tab and past events disappear…as the day goes by.…Salesforce also supports multi-day calendar events.…
An activity report can be used to view events…owned by team members below you in the role hierarchy…if you have subordinates on the team.…Now if we click here on View Calendar,…we'll be able to see the entire calendar.…Calendar entries may be added directly here…by clicking New Event.…Let's go ahead and fill that in.…In Salesforce, records always have some form…of ownership and if it's appropriate,…you can assign this to another user.…Let's go ahead and see how that works.…
I can remove the current assignment…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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