Manage Events

In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.

  1. Manage Events in Lightning Experience
    Create, update, and track meetings using the Home page, your calendar or calendars you create, the Kanban Board, or the activity timeline.
  2. Manage Events in Salesforce Classic
    With your calendar in Salesforce, everyone stays informed—your sales team, your sales manager—and meeting prep is easy. You can track, create, and update your own and others’ meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts. You can also track events in reports.