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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Regional Sales Manager
Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.