Create a Custom Calendar in Salesforce
Summary
This guide demonstrates how Salesforce admins can create custom calendars in Salesforce Lightning to display records from any standard or custom object by specifying date fields like Opportunity Close Date. It solves the problem of standard calendars showing only events and tasks by enabling visualization of key business dates such as milestones and deadlines on one calendar, improving planning and prioritizing. The article walks step-by-step through building custom calendars, applying filters, changing views, and color-coding for clearer management. Teams can use this to better track important dates and deadlines beyond standard events.
Takeaways
- Create custom calendars from any standard or custom Salesforce object.
- Select appropriate date fields for start and optional end dates in the calendar setup.
- Use filters and different calendar views (Day, Week, Month, Table) for focused tracking.
- Drag and drop records on the calendar to quickly update their dates.
- Color-code calendars to enhance visual clarity and prioritization.
A Sales Manager wants to track all important closing dates of opportunities for the sales team. The standard Salesforce calendar shows only events and tasks, but the manager also wants to see custom opportunity fields, such as Expected Close Date or Discount Approval Date , in the calendar view. So, the Salesforce admin creates a custom calendar in Salesf orce, providing the Opportunity close date as the calendar date field. Now, the sales manager and team can view all closing opportunities on a single calendar, making it easier to plan follow-ups and prioritize deals. In this article, we will learn about how to create a custom calendar in Salesforce . Moreover, we will walk through all the steps for creating a custom calendar in Salesforce Lightning. This custom calendar is available only in Salesforce Lightning, not in Salesforce Classic. Calendar in Salesforce The calendar in Salesforce helps us view our work in a time-based perspective.