Create a Custom Calendar in Salesforce : Bijay Kumar

Create a Custom Calendar in Salesforce
by: Bijay Kumar
blow post content copied from  SalesForce FAQs
click here to view original post


### Summary of Creating a Custom Calendar in Salesforce A Sales Manager wants to keep track of important closing dates for sales opportunities. The standard Salesforce calendar only shows events and tasks, so the Salesforce admin creates a custom calendar that displays specific opportunity fields like Expected Close Date and Discount Approval Date. This allows the sales team to see all closing opportunities in one place, making it easier to plan follow-ups and prioritize deals. In this article, we will learn how to create a custom calendar in Salesforce Lightning to track important records and deadlines. This feature is not available in Salesforce Classic. **Key Features of the Salesforce Calendar:** - View tasks, events, and deadlines in a calendar format (daily, weekly, or monthly). - Create custom calendars for any object (like Opportunities or Cases). - Apply filters to focus on specific records. - Drag and drop to change dates easily. - Display multiple calendars together for comprehensive visibility. **Steps to Create a Custom Calendar:** 1. **Access the Calendar:** Click on the App Launcher, search for "Calendar," and open it. 2. **Create a New Calendar:** Click the gear icon next to "My Calendars" and select "New Calendar." 3. **Select Object:** Choose the object (like Opportunity or Case) for which you want to create the calendar. 4. **Define Calendar Details:** Provide a name, select the Start Date Field (e.g., Opportunity Close Date), and optionally set an End Date Field. 5. **Save the Calendar:** Click the Save button to finalize your custom calendar. Once created, the calendar will display relevant records based on the selected date fields, and you can customize views and filters as needed. ### Conclusion Creating a custom calendar in Salesforce enhances visibility and management of important records, deadlines, and activities, making it easier for sales teams to stay organized and focused. ### Additional Information For more resources, you may want to explore: - Adding events to a public calendar in Salesforce - Understanding public calendars in Salesforce - Learning about date formula functions in Salesforce - Sharing and scheduling reports in Salesforce ### Hashtags for SEO #Salesforce #CustomCalendar #SalesManagement #OpportunityTracking #SalesforceLightning #ProductivityTools #SalesTeam #CRM #BusinessOrganization #SalesforceTips

A Sales Manager wants to track all important closing dates of opportunities for the sales team. The standard Salesforce calendar only shows events and tasks, but the manager also wants to see custom opportunity fields, such as Expected Close Date or Discount Approval Date, in a calendar view.

So, the Salesforce admin creates a custom calendar in Salesforce, providing Opportunity close date as the calendar date field. Now, the sales manager and team can view all closing opportunities on a single calendar, making it easier to plan follow-ups and prioritize deals.

In this article, we will learn about how to create a custom calendar in Salesforce. Moreover, we will go through all the steps related to a custom calendar in Salesforce Lightning. This custom calendar is only available in Salesforce Lightning, not Salesforce Classic.

Calendar in Salesforce

The calendar in Salesforce helps us view our work in a time-based perspective. Instead of just looking at lists of records, we can view dates, deadlines, and events directly on a calendar.

• In the calendar, we can see events, tasks, and deadlines on a monthly, weekly, or daily view.
• Create custom calendars from any object. For example, show Opportunity Close Dates, Case Deadlines, and Project Milestones.
• Apply filters to see only what’s important (e.g., high-priority cases).
• Drag and drop records on the calendar to quickly change their date.
• Display multiple calendars together (your events, team holidays, and opportunity deadlines).

Custom Calendar in Salesforce

A custom calendar in Salesforce is a calendar that we create ourselves to display records from any object (standard or custom) based on a specific date field.

Instead of only seeing events and tasks, we can display records like opportunity close dates, case deadlines, project milestones, or employee leaves on a calendar.

This makes it easy to visually track important records, filter them as needed, and manage your work by viewing days, weeks, or months at a glance.

Create a Custom Calendar in Salesforce

Below, I will explain how to create a custom calendar in Salesforce to track important records, deadlines, and activities, using any date field from standard or custom objects.

1. Click on App Launcher -> Search “Calendar” -> Click on Calendar.

2. Then the Calendar object will open. In that, we have options to view our existing calendars, create a new calendar, and customize them by choosing objects, date fields, and filters.

3. As you click on the View option, you will see the options for Day, Week, Month, and Table. These are used to customize the display of the calendar.
   • Day shows records for a single day, Week shows them across the week, Month gives a monthly view, and Table displays the records in a list format.

4. To create a new custom calendar, click the gear icon next to the My Calendars option. There, you will see the “New Calendar” option. Click on it to start creating your custom calendar.

5. In the first step of creating a calendar, we need to select the object for which we are creating the calendar. In the Object field, you will see a list of all standard and custom objects available in Salesforce.
   • Select the object (for example, Opportunity, Case, or a custom object) whose records you want to display on the calendar.
   • Then click the Next button to proceed.

6. Now in the second step, we need to provide the Calendar Name, Start Date Field, and Duration/End Date Field. The Calendar Name is the label that will appear in your calendar list.
   • The Start Date Field decides when the record will begin on the calendar (for example, Opportunity Close Date). The End Date Field is optional and is used if the record spans multiple days (for example, Project End Date or Delivery Date).
   • Click the Save button to create a calendar.

7. Now, in the image below, you can see the Opportunity records displayed in the calendar according to their Close Date. You can also apply filters to display only specific records, change the view (Day, Week, Month, or Table), and even color-code the calendar for improved visibility.

In this way, we can easily create a custom calendar in Salesforce to track important records, deadlines, and activities in a clear and organized view.

Conclusion

I hope you now have a clear idea of how to create a custom calendar in Salesforce. This feature helps you view and manage records directly on a timeline.

By using filters and different views, you can focus only on the records that matter most. With custom calendars, staying on top of tasks, deadlines, and business activities becomes much easier.

You may like to read:

• Add event to public calendar in Salesforce
• Public Calendar in Salesforce
• Date Formula Functions in Salesforce
• Share a Report in Salesforce
• Schedule a Report in Salesforce

The post Create a Custom Calendar in Salesforce appeared first on SalesForce FAQs.

August 29, 2025 at 07:07PM
Click here for more details...

=============================
The original post is available in SalesForce FAQs by Bijay Kumar
this post has been published as it is through automation. Automation script brings all the top bloggers post under a single umbrella.
The purpose of this blog, Follow the top Salesforce bloggers and collect all blogs in a single place through automation.
============================