Salesforce Docs Portal

Schedule and Track Your Tasks and Events

If you have Lightning Sync or Einstein Activity Capture installed, your Outlook or Google events sync with Salesforce. Those synced events appear in the Calendar section.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Database.com and Starter

In the My Tasks section, you can

  • Create tasks
  • View and filter the list of tasks assigned to you. The list displays up to 15 tasks. To view all your tasks, click View More.

    Recurring Event identifies tasks that are part of a Salesforce Classic recurring series.

In the Calendar section, you can:

  • Create events and meeting requests
  • View a list of scheduled events for the next seven days.

    The tab displays up to 50 events per day. Recurring Event identifies events that are part of a Salesforce Classic recurring series, Group Event identifies events with invitees.

    The Requested Meetings subtab lists meetings you requested but haven’t confirmed. The tab displays a maximum of 100 requested meetings.