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Schedule from List Views in Lightning Experience

By Salesforce Labs

Create events related to records directly from list views

Free  

Never requires payment

Try It
Business Need
Productivity

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Schedule Meetings from List Views in Lightning Experience/Schedule Meetings from List Views in Lightning Experience 1.3.0
Listed On
08/30/2018
Latest Release
01/09/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/29/2018

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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