Optimize the way your sales reps manage their meetings and scheduling. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.
- Customization Options for Events and Calendars
Get a brief overview of all options for customizing how sales reps manage their meetings and scheduling. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app. - Set Up Users to Send Invitations to Attendees from Lightning Experience and the Salesforce Mobile App
Setting up event invitations in Lightning Experience and the Salesforce mobile app requires one of our Microsoft® or Google integration products: Einstein Activity Capture or Lightning Sync. - Set Up Lightning Experience Event Reminders
With event reminders, your reps remember to show up for their meetings. - Create and Manage a Public Calendar or a Resource Calendar
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.