Create a Calendar from Anything in Salesforce

Do you and your users want an easy, visual way to track upcoming or ongoing campaigns? Support cases? Retail store events? Opportunities due to close? In seconds, anyone can create a calendar from a standard or custom object by choosing a date field representing data they want to track. The calendar displays data in that field as calendar items. Users can customize most calendars by applying a list view, and they can edit and delete calendars they’ve created. Some considerations apply to creating calendars. This feature is available in Lightning Experience only.
Available in: Enterprise, Unlimited, and Developer Editions

  1. Start creating a calendar.Control for creating a calendar
  2. Choose an object to base the calendar on.Step 1 of creating a calendar: select a Salesforce object
  3. Select fields that determine what the calendar displays (1, 2, 3).
    If you want, filter the calendar items by selecting a list view (4).Step 2 of creating a calendar: calendar name, field for start (1), field for end (2), field name to display (3), and choice of list view filter (4)
    The calendar displays items differently depending on the date fields you select.
    (Date) Fields
    Field name: Close Date (Date)The names of some date fields include (Date). If you select a (Date) field, the calendar displays items across the top (as all-day items).
    (Date/Time) Fields
    Field name: Last Modified Date (Date/Time)The names of other date fields include (Date/Time). If you select a (Date/Time) field in Field for Start, the calendar displays items in time slots. If you also select a field in Field for End (it’s optional) and the items’ duration exceeds 24 hours, the calendar displays the items across the top (as all-day items).
    Selecting Start and End Fields
    Fields for start and duration of calendar items: Field for Start, and Field for EndField for End is optional. If you use it, you must select the same type of field as you do in Field for Start. For example, if you select a (Date) field in one, you can’t select a (Date/Time) field in the other. If you select fields that generate dates in the wrong order (end before start), Salesforce displays an error message when you save the calendar.

The color of each calendar is the color of the object it’s based on. (If a custom object has a theme, the theme determines the color of the calendar.) You can hide or show individual calendars. (You can hide the Salesforce Events calendar, too, but it’s not otherwise configurable.)

Suppose that you show a calendar containing enough items to push the total items past the limit (150 items) in that view. Salesforce displays an alert and hides items on other calendars.

Calendar based on Opportunity object and close date field, with opportunity close dates displayed at top