Schedule from List Views in Lightning Experience
By Salesforce LabsProductivity
- Rating
- 1.6
- Reviews
- 5
- Pricing
- Free
- Listed since
- 2018
About Schedule from List Views in Lightning Experience
Create events related to records directly from list views
From your Contacts, Leads, Accounts, and Person Accounts list views, select one or more records and click '*Create Event*.' From there, you can define event details for each record you've selected.
- View your calendar in week view -&- to find availability.
- Drag to reschedule existing events.
- Relate events to additional records. By default, events are related to the records you've selected.
See this for User Guide - https://na53.salesforce.com/sfc/p/f2000000BV3G/a/f200000053i9/mNXWb0ajFUPIOHjZDZHfDF0xt5obnupv.kh7WTfqLE0
If you have comments or feedback, please reach out to us in the Salesforce Productivity group within the Trailblazer Community : https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001pRs
Highlights
- Create events from: Leads, Contacts, Accounts, and Person Accounts
- See your calendar while creating new events to find the best time. Re-schedule existing events in Lightning Experience Calendar before creating new events
- Create events efficiently by selecting multiple records at one time.
Screenshots
Image 1 of 4
Pricing
Free.
Compatibility
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 29, 2018
- Languages
- English
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