---
schema_version: "1"
id: fe5e9929d58b5eff942bc50687ed9f313d2d382657d50880bd233ee242d86363
title: Track Interactions on the Salesforce Calendar for Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_interactions_clndr.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_interactions_clndr.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4c872359494e8ab03cd5220cae93495f10d37175b7be57978a438c2b59888f64
description: Help financial advisors plan their schedules and prepare for upcoming client engagements by visualizing interaction dates directly on the Salesforce Calendar. The centralized view enables users to closely track meetings and follow-ups without switching between applications.
products:
  - Cross Cloud
release: "262"
---
# Track Interactions on the Salesforce Calendar for Financial Services

Help financial advisors plan their schedules and prepare for upcoming client engagements by visualizing interaction dates directly on the Salesforce Calendar. The centralized view enables users to closely track meetings and follow-ups without switching between applications.

**Where:** This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services (formerly Financial Services Cloud).