With Salesforce Calendar, sales managers can avoid scheduling conflicts because they can
see the visits assigned to their field reps. The visits appear as events on their calendars. Field
reps can also check their calendars for scheduled visits and plan their day
accordingly.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and
Enterprise Editions that have Consumer Goods Cloud enabled.
|
- Enable Salesforce Calendar for Visit Scheduling
Sales managers can view their sales reps’ calendars by enabling Salesforce Calendar. If the setting is enabled, for each visit that is created for sales reps, an event is created and added to the sales manager’s calendar. Sales managers can view existing scheduled visits on their direct reports’ calendars and schedule upcoming visits.
- Create Your User Lists for Salesforce Calendar
A user list is a list of field reps that a sales manager is responsible for.
- Add User Lists for Salesforce Calendar
Adding a user list to Salesforce Calendar lets sales managers see the visits assigned to their field reps. Sales managers can use this list to check the field reps’ availability before assigning a visit and avoid scheduling conflicts.
