![]() *Note: you must be on Professional Edition or higher to enjoy this feature. Do you use the Salesforce Calendar, or something different to map out your campaign calendar? Salesforce Calendars are simple to set up, calendar visibility can be toggled on and off, and can be easily deleted without interfering with the Campaign data.Īt Salesforce Ben, we rely on this functionality a lot. If you’re tired of cross-referencing your campaign spreadsheet with the Campaign records in your Salesforce org, then this solution is a no-brainer for you. Salesforce Calendars are a free* option to map your Salesforce Campaigns into a calendar view. You will become quickly frustrated at the loading speed of multiple Calendars, so limit the number of calendars you have toggled “on”. However, the more Calendar views you have selected, the slower the load time. Multiple calendars: Apply Calendars to other objects to gain visibility into different areas of the organization.When scheduling a step in advance, you can set the emails to go at a certain time according to your time zone or the time zone of the Person receiving the email. Schedule Send: the Calendar icon will allow you to schedule the email to send later. Even if other users are viewing the same Calendar views as you are, they won’t interfere with what you want to see. Send: sends the email to the Person and logs the email in Salesloft and Salesforce. ![]() What you view is specific to you whichever Calendar views you toggle on/off are “sticky” to your preferences. Toggle calendars on/off: Keep your view clear to only show what you need to focus on.Drag-and-drop isn’t available for the additional records that appear when hovering over the Campaign record – but you can update any of the record’s details, while remaining in the Calendar by clicking “edit”. you have too many records displayed that day), click “more” to view the additional records. Drag-and-drop: If a Campaign record doesn’t appear for you to drag-and-drop (i.e.Move Campaign entries to different dates using drag-and-drop: These date changes will be reflected on the Campaign record.This is important if you decide to have more than one Type available. Click New and then give the Notification Type a name. Go to Setup Notification Builder Notification Type. This is what the quick and effortless setup looks like: The purpose of this step is to create a notification that will either go to the Mobile or Desktop app, or both. Choose the field you want to display on the calendar.My Active Campaigns, All Manufacturing Campaigns, etc. Filter by any list view you have set up (step #1) e.g.Set the date fields you want to be reflected on the calendar (“start date” and “end date”).This is a nice tip which you can then apply to any calendar you wish to create, regardless of the Salesforce object. So, to filter the records that appear in your calendar, you need to create a list view with those filters applied. A list view is a filtered list of records for that object. Click New.Ĭhoose your page (the activity or calendar page), give it a name, etc.Ĭhoose the visability rules on the next page couple of pages and you’re all set.To limit which records appear in your Salesforce Calendar, you will select a list view. Scroll to the “visualforce tabs” section near the bottom of the screen. Now we need to find “tabs” under “create” in the setup tree. The markup is the kicker and that’s where we need to put this in here: įor calendar, use the code above, for activities, use this: Then click “New” at the top to create a new one. Go to the setup area, search on “visual force” and choose “Visual force pages”. This one gets a bit above me, but we have to start with a visual force page. It’s pretty easy to do actually – here’s how (we’re doing the “activities list” as the example here). So, what we did was add in a custom tab (at the top) that actually just loads the calendar page by itself. Got a client that didn’t like the existing calendars and activity lists on the home page.
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