In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information. Today we’re showing you how to create a calendar on a campaign object and filter campaign events, but this feature works great with other objects as well. You can also consider creating calendar objects on opportunities to track milestones or track tasks with other objects. Here’s how you can create your own Salesforce Object Calendar:
- Go to the Calendar tab.
- In the right pane, select the cog next to ‘My Calendars.’
- Select an object, then name it, select the duration, and apply filters as needed.
- Select ‘Save.’
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.