Quickly Schedule a Meeting About an Account, a Contact, or a Lead in Salesforce
Classic
Drag-and-drop scheduling lets you schedule events
related to accounts, contacts, and leads without leaving the list view page. You drag records
from list views onto weekly calendar views and enter the details of the event in an
overlay.
Required Editions
| Available in Salesforce Classic in: All Editions Except
Personal
|
| User Permissions
Needed |
| To enable drag-and-drop scheduling: |
Customize Application |
| To create events: |
Edit Events |
| User Permissions
Needed |
| To create events: |
Edit Events |
If you don’t see the 
Open Calendar link, ask your administrator to enable drag-and-drop
scheduling.
-
Click the
Open Calendar link at the bottom of a list view.
A weekly view of a calendar appears below view.
-
Drag a record from the list to a time slot on the calendar.
A popup window for creating an event appears. The event is already related to
the record that you dragged from the list view.
- The Open Calendar link appears only at the bottom of list views for
accounts, contacts, and leads.
- Drag-and-drop scheduling isn’t available for the Console tab, events that people have
been invited to, recurring events, accessibility mode, or Connect Offline.
- List views that include drag-and-drop scheduling can take slightly longer than usual to
be displayed.
- When you drag the bar in between the list and calendar to resize either one, the size is
saved for all views in which you use drag-and-drop scheduling. You can resize the list and
calendar at any time.
