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Schedule from List Views in Lightning Experience

Create events related to records directly from list views

Overview

No need to leave list views to schedule events related to your records. Install this app to create events from Contacts, Leads, Accounts, and Person Accounts list views. Please check out the user guide for important installation and how-to information.

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  • 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.

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

Categories

Business Needs
Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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