| Allow multiday events. |
Let users create events that end more than one day (24 hours) after they
start. |
From Setup, enter Activity Settings in the Quick
Find box, then select Enable Multiday
Events. |
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| Allow recurring events or event series. |
Let users create events that repeat at a specified interval. In Salesforce
Classic, those events are called recurring events. In Lightning Experience and the
Salesforce mobile app, they’re called event series. See the Event Series section in
Productivity Features: What's Different or Not Available in Lightning Experience
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In Salesforce Classic, from Setup, enter Activity Settings
in the Quick Find box, then select Enable Creation of
Recurring Events. If you disable this setting, users can still edit the
interval of an existing event series, but they can’t create a new series.
In
Lightning Experience, from the Fields section in the page layout editor, drag
Repeat into the desired area of your event.
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| Enable enhanced calendar features. |
- Display up to 500 events in calendar views.
- Display events with overlapping event tiles.
- Let users click an event to preview, and click again to open the event record
page.
- Let users drag to reschedule events in 15 minute
increments.
- Let users navigate to the day view by clicking a date in the month or week
view.
- Let users move within the calendar using the browser's Back and Forward
buttons.
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From Setup, enter Activity Settings in the Quick
Find box, then select Use Lightning Web Components for
Calendar Home. |
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| Allow hover links on Home tab calendar. |
Display event details when a user hovers the mouse over an event. |
From Setup, enter User Interface in the Quick
Find box, then select Enable Home Page Hover Links for
Events. |
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| Allow drag-and-drop calendar editing. |
Let users drag to reschedule events on the day or week view of their own
calendars. |
From Setup, enter User Interface in the Quick
Find box, then select Enable Drag-and-Drop Editing on Calendar
Views. |
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| Allow dragging to schedule events. |
In Salesforce Classic, on contact and lead list views, let users schedule events
by dragging a contact or lead onto the calendar. You can customize the mini page
layout for the overlay where users enter event details. |
In Salesforce Classic, from Setup, enter User Interface in
the Quick Find box, then select Enable Drag-and-Drop
Scheduling on List Views. See also Overview of Page Layouts and
Field-Level
Security. |
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| Let users create events by clicking in the calendar. |
Let users create an event by clicking a time slot in the calendar. |
From Setup, enter User Interface in the Quick
Find box, then select Enable Click-and-Create Events on
Calendar Views. |
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| Enable sidebar calendar shortcut. |
Display a link ( ) to a user’s last-used calendar view in the sidebar above
Recent Items. |
From Setup, enter User Interface in the Quick
Find box, then select Enable Sidebar Calendar
Shortcut. |
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| Enable hover link for My Tasks list. |
Show task details in a popup on the Home tab when a user hovers the mouse over a
task. |
From Setup, enter User Interface in the Quick
Find box, then select Enable Hover Links for My Tasks
list. |
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| Compare multiple user calendars. |
Compare user calendars for one day using
availability view in Lightning Experience. Add multiple calendars simultaneously
with user lists. In Salesforce Classic, multi-user view organizes users by rows and
can save multiple custom views.
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From Setup, enter Activity Settings in the Quick
Find box, then select:
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| Customize user list calendars |
Create, edit, and control who can see user list calendars. Before adding user
lists to calendar views, review existing list views. Edit users' visibility and create
filters to remove default users from user lists calendars. |
See View and Manager Users |
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| Create public calendars and resource calendars. |
Create calendars for managing group activities, such as marketing events, product
releases, training classes, and team vacations, or shared resources, such as a
conference room. |
See Create and Manage a Public Calendar or a Resource Calendar. |
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| Add or remove event attendees. |
Let users add or remove attendees from events in Lightning Experience and the
Salesforce mobile app. In Salesforce Classic, invitees are always available on the
events layout. Users can invite contacts, leads, and other Salesforce users to events
in all interfaces. |
From the object management settings for event, go to Page Layout or Compact Layout
and add the Attendees field.
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| Send invitations to event attendees. |
Let event attendees receive invitations when users invite them to events from
Lightning Experience and the Salesforce mobile app. In Salesforce Classic, invitations
are sent to event invitees automatically. |
To send invitations to attendees that users invite from Lightning Experience and
the Salesforce mobile app, Einstein Activity Capture or Lightning Sync and a supported
Microsoft Exchange or Google account are required. See Set Up Users to Send Invitations to Attendees from Lightning Experience and the Salesforce Mobile App. |
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| Set event reminders. |
Let users set event reminders in Lightning Experience or the Salesforce mobile
app. Users see reminders in Lightning Experience only. |
See Set Up Event Reminders in
Lightning Experience. |
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