EVENTS AND CALENDAR IN SALESFORCE - ADVANTAGES AND LIMITATIONS | Techila
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EVENTS AND CALENDAR IN SALESFORCE – ADVANTAGES AND LIMITATIONS

EVENTS AND CALENDAR IN SALESFORCE

EVENTS AND CALENDAR IN SALESFORCE – ADVANTAGES AND LIMITATIONS

Events:

Advantages:

  • You can add multiple Participants to an Event.
  • The Participant could be a User, a Contact or a Lead.
  • You can send Invites to all participants.
  • You can associate any object with an Event.
  • Meeting Invites display the start and end time according to the User’s Time Zone.
  • You can sync with  ‘Outlook’ to boost your productivity. 

Limitations:

  • You cannot modify the meeting invite.
  • You cannot add a custom LOOK UP field to your Event (Setup –> Activity Custom Fields).
  • Meeting Invites display in the Time Zone of the Event creator for Participants who are Contacts (Obviously, they do not have a Time Zone).
  • Date cannot be used in formulas / workflows.
  • It is not simple to view all the events a participant has been to (attendees vs ‘who’ on the event).
  • Invites have Salesforce branding (can be removed with a black tab setting).
  • Polymorphic fields (who and what) are difficult to use in formulas.

 

Calendar:

Advantages:

  • You have multiple views of your calendar (Weekly,daily,multi-user view etc).
  • You can view event details straight from your calendar by just hovering over the date (Mini Page Layout’s actually).

Limitations:

  • Salesforce does not stop you from creating an Event for a User even if he is BUSY.
  • Calendar displays multiple Events side by side.
  • The Calendar can only be placed in the Home Page.
  • The Calendar is not customizable.

 

     Courtesy: http://www.forcetree.com/2009/10/events-and-calendar-in-salesforce.html

“Explore – Techila Global Services, A Salesforce development company”

Author: techila

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