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.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise and
Unlimited Editions where Consumer Goods Cloud is enabled
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From Setup, in the Quick Find box, enter Visit Settings, and
select Visit Calendar Settings.
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Enable Add Visits to Salesforce Calendar.
For each existing visit, an event is added to the sales manager’s calendar. This event
provides visit details such as visit ID, start and end date/time of the visit, duration of the
visit (in minutes), assigned owner, and a description of the visit.
