In this video, we’ll show you how to add a calendar to your personal view in Salesforce. It’s a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view, you can easily filter and find what you’re looking for. Once you add a calendar, events, and tasks related to the newly added calendar view will appear in your personal view in addition to what’s on your personal calendar.
Depending on how your Salesforce org is set up, you may also have the ability to change ownership via list views. This option will allow you to change ownership for multiple records easily.
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We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.