Use a public calendar to manage group activities. For example, track a group’s events, such as marketing events, product releases, or training classes, or schedule a common activity, such as a team vacation. Use a resource calendar to schedule the use of a shared resource, such as a conference room or an overhead projector.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app |
| Available in: All editions except Essentials,Group, and Personal Editions |
| User Permissions Needed | |
|---|---|
| To manage public calendars: | Customize Application |
| To manage resource calendars: | Customize Application |
| To view a related record on an event: | Users must have Read permission |
You can create an unlimited number of calendars.
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View and edit your existing public calendars and resource calendars.
From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources.
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Create a public calendar or a resource calendar.
- Click New, name the calendar, select Active, and save the calendar.
- Click Sharing. Add the public groups, roles, or people you want to share the calendar with.
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In Calendar Access, specify the way you want to share the calendar.
- Hide Details
- Other people can see whether given times are available, but they can’t see other information about events in the calendar.
- Hide Details and Add Events
- Other people can see whether given times are available, but they can’t see details of events. Other people can insert events in the calendar.
- Show Details
- Other people can see detailed information about events in the calendar.
- Show Details and Add Events
- Other people can see detailed information about events in the calendar, and they can insert events in the calendar.
- Full Access
- Other people can see detailed information about events in the calendar, insert events in the calendar, and edit existing events in the calendar.
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Delete a public calendar.
- From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources.
- Click Del next to the name of a calendar.
Ensure that users have the appropriate permissions. For example, an event invitee who doesn’t have “Read” permission on opportunities can’t view the opportunity associated with the event.